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April Chapter Meeting- Plan with Purpose

  • April 14, 2026
  • 5:30 PM - 7:30 PM
  • 10101 Reunion Pl, San Antonio, TX 78261

Registration

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Plan with Purpose. Smart Financial and Estate Strategies for the Life You Want.

An event exclusively for ICF Coaches

Summary:
Join us for a practical discussion on how financial and estate planning can help clients align their resources with their values, define next steps, and move forward with clarity and purpose.

This session offers insights you can apply personally and share with the entrepreneurs and professionals you coach.
Key Takeaways:
  • Assess the Financial Landscape: Learn how financial and estate planning frameworks help clients evaluate where they are today and identify opportunities for growth and protection.
  • Clarify Priorities: Understand how structured planning helps clients align their finances with their goals, values, and long-term vision.
  • Create an Action Plan: Discover ways to help clients move from awareness to clear next steps, supported by coordinated financial and legal strategies.
CCEUs:
TBD

Pricing:
Free! (Please register to RSVP your attendance)
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