May 28th, 2025 · 6:00 PM PST
Educator Estate Planning Webinar
For California Educators Only. A complimentary 35-minute live session to protect everything you've built. Your life insurance, 403(b), pension, and annuities, all connected, all working together exactly the way you'd want.
Educator Estate Planning Webinar
The Missing Piece Most Educators Overlook
You've done the hard part coverage, retirement, annuities. We'll show you how estate planning ties it all together so nothing falls through the cracks when it matters most.
The 5-Document Checklist Every Educator Needs
Walk through the five core documents of a complete estate plan will, power of attorney, healthcare directive, beneficiary designations, and living trust and where most educators stand.
How Your Annuity Fits Into Your Estate
Annuities pass outside of your will via beneficiary designation. We'll explain exactly what that means for your family and how to make sure your elections reflect your true intentions.
For California Educators Only
You've Built a Strong Financial Foundation. Now Let's Protect It.
Most educators we sit down with have done everything right insurance in order, retirement funded, annuity in place. But very few have a complete estate plan that connects all of it.
Without the legal framework, it's not your plan that decides who gets what. It's a court. This session changes that in 35 minutes.
35+
Minutes of Pure Value
200+
Educator Clients Served
5+
Core Documents Reviewed
100%
Free - No Obligation
What This Webinar Covers
A Complete Estate Planning Review Live, on Camera, Just for California Educators
In this exclusive live session, we walk through the exact estate planning gaps we see most often with educator clients and how to close them before it's too late.
Beneficiary Designation Audit
Life insurance, 403(b)/457, annuity, pension, outdated designations override your will.
May 28, 2025 · 6:00 PM PST
Estate Planning Webinar | The 5-Document Checklist
Who's Speaking
Trusted financial advisors who specialize exclusively in serving California educators.
Meet Wayne Arnold
Founder | Arnion Financial
With 35+ years in financial services, Wayne Arnold has helped hundreds of families protect what they've built through estate planning. After losing nearly $25,000 in probate court when his own father passed without a living trust, Wayne made it his mission to ensure no family he works with faces the same.
As founder of Arnion Financial and a Certified Wealth.com Partner, he brings both personal experience and deep expertise to every conversation.
Register Now | Limited Spots
Secure Your Seat for the May 28th Webinar
Free. 35 minutes. California educators only. Bring your spouse or a family member, it's encouraged.
Copyright © Arnion Financial. All Rights Reserved. Wayne Arnold is the Founder of Arnion Financial and a Certified Wealth.com Partner. This webinar is intended for California residents only. Content presented is for educational purposes and does not constitute legal advice. Please consult a licensed attorney for guidance specific to your situation.