The Dash Experience: Planning with Purpose
Date: Saturday, September 26, 2026
Time: 12:00PM - 3:00PM
Location: Schertz North Center, 3501 Morning Drive
Cost: Low cost of $50
Hear from industry leaders in estate planning, financial planning, pre-needs arrangements, and legacy/memorization.
Learn How To:
Protect your loved ones
Preserve your legacy
Prepare with confidence
Register here at: https://pci.jotform.com/form/261134541926152
Signature Workshops
The Dash Experience: Planning with Purpose
Overview: Life is measured by more than the dates on a headstone—it's defined by the dash in between. The Dash Experience: Planning with Purpose is an interactive educational workshop that empowers individuals and families to prepare for the future with confidence. Through expert guidance and practical planning strategies, participants will learn how to organize important information, protect their loved ones, preserve their legacy, and leave behind more than memories—leaving clarity, peace of mind, and a lasting gift for those they love.
Beyond the Will: Leaving More Than Memories
Overview: A will is an important part of planning—but it isn't the whole plan. Beyond the Will: Leaving More Than Memories is an educational workshop that explores the practical, personal, and emotional aspects of legacy planning. Learn how to organize important information, document your wishes, preserve your story, and prepare your loved ones with the knowledge and resources they'll need when it matters most. Because true legacy planning is about more than documents—it's about leaving clarity, confidence, and peace of mind.
Setting Things in Order: Understanding Texas Advance Directives
Overview: Gain a better understanding of the legal documents that communicate your healthcare wishes when you are unable to speak for yourself. This workshop explains Texas Advance Directives in clear, easy-to-understand language, helping you make informed decisions, protect your voice, and ensure your loved ones and healthcare providers understand your preferences.
Let’s Talk: Because Love Plans Ahead
Overview: Talking about end-of-life wishes isn't easy—but it's one of the greatest gifts you can give your family. This workshop provides practical guidance and conversation starters to help you discuss your values, wishes, and plans with the people who matter most. Learn how open communication today can reduce uncertainty, strengthen family relationships, and bring peace of mind for tomorrow.
Specialized Workshops
Honoring Those Who Served: A Veteran's Guide to Planning Ahead
Overview: Military service is built on preparation, and planning for the future is no different. This workshop helps Veterans and their families understand the important decisions that protect their legacy and ease the burden on loved ones. Topics include VA burial and memorial benefits, military honors, important documents, advance planning, legacy preservation, and practical steps every Veteran should take to ensure their wishes are known and their family is prepared.
Beyond Retirement: Planning for Your Federal Legacy
Overview: Federal employees spend years preparing for retirement—but many families are unprepared for the unexpected. This workshop helps federal employees and their loved ones understand how to organize important documents, communicate their wishes, preserve their legacy, and navigate key federal survivor benefits and resources. Learn practical steps to help protect your family, reduce uncertainty, and prepare with confidence.
Church Workshops: Preparing with Faith and Purpose
Overview: Equip your congregation with the knowledge and resources to prepare for the future with confidence and peace of mind. These faith-centered workshops provide practical guidance on family preparedness, legacy planning, advance directives, and having meaningful conversations, while encouraging participants to leave a legacy that reflects their values and faith.
Caregiver Workshops: Caring for Others While Preparing for Tomorrow
Overview: Designed for family caregivers and those supporting aging loved ones, this workshop offers practical tools to help navigate important planning conversations, organize essential information, understand available resources, and prepare for future care needs. Participants will leave with greater confidence, clarity, and peace of mind for themselves and those they care for.
Corporate & Employee Wellness Workshops: Planning Beyond the Workplace
Overview: Support your employees' financial and personal well-being by helping them prepare for life's unexpected events. These educational workshops cover family preparedness, legacy planning, advanced directives, important documents, and end-of-life planning, empowering employees to protect their loved ones while reducing stress and uncertainty. Workshops can be customized to meet the unique needs of your organization.