Community education
Financial literacy, investing, estate planning and family life protection belong in conversations we can all take part in. Our community classes offer a place to learn, ask questions and explore what matters to you.
Four important conversations
Choose the topic that speaks to your priorities, and contact us about current learning opportunities.
Explore the everyday questions behind financial decisions. Build familiarity with money-management topics and the questions you would like to understand better.
Make space to learn about investing and the vocabulary behind wealth-building conversations. Start with your questions rather than a specific product recommendation.
Bring questions about trusts, living wills and power of attorney into a learning environment. Explore the core topics highlighted in our estate planning services.
Consider the family priorities and protection questions you would like to understand. Learning can be a starting point for further conversations about your circumstances.
Take part in the conversation
Whether you are learning a topic for the first time or returning to questions you already have, bring your curiosity. You can ask about a subject for yourself, your family or a community group.
Contact Executive Solutions LLC for current class information, availability and participation details. Let us know which topic interests you and whether you are asking for yourself or on behalf of a group.
Before you join
Dates are not published on this website. Please contact us for current opportunities and confirm the details directly.
Yes. Explain the topic and group you have in mind, then ask about what may be available.
Our Resources page brings together financial literacy and estate planning information, educational graphics and independent public resources. Explore a topic, then bring your questions to a conversation.
Let’s move forward, together
You don’t need to have everything figured out. Tell us what matters to you, and let’s explore a practical place to begin.
