Lunch & Learn: Estate Planning in Action

Planning

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October 7, 2026

If you haven't already registered for our upcoming Lunch & Learn, we encourage you to do it now. This is an important educational event that will be offered on Friday, July 24 at 12:00 PM or Tuesday, July 28 at 6:00 PM. Be sure to watch the video and scroll below to learn more about what we'll be discussing.

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This will be an incredibly important session that you won't want to miss. The financial landscape is changing rapidly, and so are the threats that can impact your retirement, finances, and family. We strongly encourage every client to attend to learn how these changes may affect you and, more importantly, how we are working to help protect you.

Estate planning today goes far beyond having a will or trust. Attorney Marc Wander will discuss why having your estate plan properly structured is critical to protecting yourself and your loved ones from today's growing risks, including elder financial abuse, incapacity, and increasingly sophisticated AI-powered scams. Understanding how your legal documents work together can make all the difference when facing unexpected life events.

We'll also share the additional steps C2 is taking to help safeguard our clients. You'll learn about new security technology and enhanced account protection measures we're implementing, including expanded verification procedures, emergency contacts, and additional layers of security designed to help protect your accounts as fraud continues to evolve. We believe it's important that you understand not only the risks that exist today, but also how we're actively working to help protect you.

We'll also have Kezia Samuel, Chief Market Strategist at AssetMark, join us for a market update.

Please note that this Lunch & Learn will look a little different, as we are offering two different viewing dates. You can submit your RSVP by selecting one of the options below:

Friday, July 24 at 12:00 PM:   VIRTUAL ​​​

Tuesday, July 28 at 6:00 PM:   ​VIRTUAL

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