Workshop 3: Preparing with Proper Protection

In this essential session, Preparing with Proper Protection, participants will learn how to proactively safeguard their financial, physical, and personal well-being through strategic planning. This workshop focuses on understanding key protective tools such as insurance (life, health, disability), emergency funds, legal documents (wills, powers of attorney), and identity protection.

Attendees will explore how proper protection builds long-term resilience, reduces risk, and provides peace of mind—especially during unexpected life events. By the end of the session, each participant will walk away with a protection checklist and the confidence to make informed decisions that shield what matters most.