Courses, Services, & Workshops

From building financial literacy to organizing your estate or delivering legacy messages, we’re here to help you with a variety of courses, services, and workshops.

Online Course

Financial Literacy For Spouses (February 2025 Session)

Join the 5-week online course, Financial Literacy for Spouses, starting February 4. In Learn how to manage household finances, protect your legacy, and prepare for the unexpected with actionable tools and resources. Whether you're single or a couple, gain clarity and confidence in managing your finances with expert guidance and recorded sessions.

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Online Service

The "Start the Conversation With Your Parents" Package

Starting a conversation with your parents about estate planning and end-of-life tasks can be daunting. Our facilitated 45-minute Zoom discussion guides you through this crucial process with care and structure. Using our Estate Planning Essentials Bundle, an experienced facilitator will help you address the key non-financial aspects of planning, ensuring you understand your parents' wishes and needs.

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Personalized Service

Legacy Message Delivery & Discretionary Disposal Service

Ensure your personal messages are delivered and sensitive items are discreetly removed from your home before or after your passing. Our Legacy Message Delivery & Discretionary Disposal Service offers a respectful and discreet way to ensure that your legacy messages are delivered when and how you want and that the bag in your closet isn't left for your children to discover.

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Online or In Person Event

Playback Theatre Troupe

Developed in partnership with Compassionate Coaching, our Playback Theatre performances create a unique, cathartic, and memorable team-building experience, perfect for any organization. Whether you're an end-of-life or bereavement professional, a corporate team, or a community group, our workshops foster deep connections and provide valuable insights. Available both on-site and off-site, our sessions are tailored to meet your specific needs and goals.

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