When most people think about financial planning, they focus on the wealth management side—investing and growing money, often in the stock market.
But one of the most important (and often overlooked) parts of a strong financial plan is protection. Because life doesn’t always go according to plan—and your finances need to be prepared for that.
What would happen to your family if your income suddenly stopped? Would you still be able to cover essential expenses like rent or a mortgage, car payments, and daily living costs? Would you still be able to save for your children’s education and your own retirement?
This educational webinar is designed for parents who want to better understand how to protect what matters most. We’ll cover life insurance, income protection (aka disability insurance), and long-term care planning. There will also be time for Q&A.
This is a free event, but RSVPs are required by 5pm PT / 8pm ET the day before. A Zoom link will be emailed to all registered attendees in advance.
By signing up for this event, you agree to receive email from Mom Crew and Emily Anderson. You may unsubscribe at any time. If you would like to join without opting in, please email Mom Crew.
Emily Anderson and Kelly Heinen are financial advisors and parents who are passionate about helping families achieve their financial goals and design the life they want.
They focus on providing clear, accessible education around financial planning so people feel informed and confident in their decisions.
Their goal is to create a safe, judgment-free, and pressure-free environment where individuals and families can openly discuss their finances and long-term goals—without the typical industry jargon.
They partner with clients to turn their goals into reality through a collaborative, long-term relationship.