Recorded Workshop: Legacy Planning With Financial Enhancement Group LLC!

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Legacy Planning: Real Answers for Real Families

Estate planning isn’t just legal paperwork—it’s about your family’s story, your wishes, and ensuring the people you love don’t face confusion or conflict.

But often, the most important questions never get asked. Here's your chance...

Aaron Rheaume, CKA®

Partner & Director of Financial Planning

Aaron serves as a Partner and the Director of Financial Planning at Financial Enhancement Group (FEG). Holding the Certified Kingdom Advisor® designation, Aaron seamlessly blends his professional financial guidance with biblically-grounded counsel, guiding the families he serves with practical financial strategies.

with special guest

Daren Hardesty, CFP®

Partner & Financial Advisor

Daren’s commitment to clear communication and thoughtful guidance helps families confidently navigate legacy planning. Joining Financial Enhancement Group in 2020, he leverages his years as an educator and award-winning coach to simplify complex financial concepts, ensuring every family’s goals and values are understood and honored. Outside the office, Daren values time spent coaching his children's sports teams, enjoying rounds of golf, and sharing quality moments with his wife Morgan and their three children.

In this unique session...

You’ll learn answers to questions like:

Q: "What exactly happens when a trustee takes over, and how can I prepare my family if that occurs before I'm gone?"

Q: "How do life changes—such as new assets, beneficiary life changes (marriages, additional children, moving out of state), tax code or local law changes—impact my estate plans, and how can I keep up without feeling overwhelmed?"

Q: "How can I help ensure my assets, from my home to personal belongings, are owned correctly to protect my family from unnecessary complexity, stress, and probate?"