Join us for a free virtual summit designed to help parents make wise, values-aligned financial decisions.
Thursday 11/5/26 and Friday 11/6/26
Smart money strategies for real family life
Who This is For
This summit is for parents who want to be thoughtful stewards of money, time, and family life. You may be asking:
How do we save for college without sacrificing retirement?
Are we making smart tax decisions as our family grows?
How can money support our values and long-term goals?
What does financial success actually look like for our family, not just on paper?
How do we teach our kids about money without creating fear or entitlement?
What We Will Cover
Technical Planning Ideas:
College funding and financial aid
Tax-smart family decisions
Cash flow, savings, and investing
Family Life and Values:
Kids and money
Family mission and values
Designing a meaningful family life
The full speaker lineup and session schedule will be announced soon. Join the list to receive summit updates, early access, and free family financial resources from summit host WorthyNest®.
