10/06/2026
Nearly 40 financial coaches and practitioners joined us last Friday for Estate & Legacy Planning for Financial Coaches & Practitioners! 🏡📋
Offered to UEDA’s Financial Health Coach and Take Root Milwaukee member networks, this interactive training focused on helping practitioners strengthen their ability to serve as navigators and advocates for clients working through estate and legacy planning.
Thank you to Coretta Herring of Pathways to Financial Empowerment for facilitating the session and to our presenters Jourdan Glenn, Legal Aid Society; Constance Alberts, Bank On Greater Milwaukee; and Leonard Cratic from State Farm Insurance for sharing their expertise with our participants.
We appreciate everyone who joined us for a morning of learning, discussion and professional development!