Beyond the Will: Golden Agreements

A life plan is only as strong as the people prepared to carry it forward.

Clear wishes. Clear roles. A plan everyone understands.

The first webinar in First Place Global’s “Beyond the Will” series introduced the life map. Now we’ll take a deeper look at both sides of that map: your plan and your child’s plan.

Stephanie Goodman, Golden Agreements founder, will show you how the legal, financial, care and family pieces connect—and how to prepare those who may need to carry the plan forward.

From a plan on paper to a family prepared

Good planning means making sure the right people understand what matters, who has what role, how the pieces of the plan work together and what needs to be revisited as life changes.

You’ll walk through the milestones on both planning tracks and leave with practical “Easy Starts” that can help your family move from uncertainty and assumptions toward shared understanding and preparation.

Webinar topics

• Defining quality of life with you and your loved one’s voice at the center
• Connecting legal, financial, care and family planning
• Creating a letter of intent that transfers what only you know