Description
A Complimentary Educational Zoom Event
Friday, June 27, 2026 | 10:00 AM Pacific
Hosted by The Peake Financial Group
Presented by Jennifer Phelps of Pushing Up Daisies
Life is filled with important conversations we often delay…
Not because we don’t care — but because we don’t know where to begin.
What would happen if someone you love suddenly needed access to your medical wishes, financial information, digital accounts, or important documents?
Would they know what to do?
Would they know where to look?
Would they know your wishes?
This warm, practical, and educational session is designed to help you begin thinking about the information, conversations, and planning details that can make an enormous difference for the people you care about most.
In this special 1-hour Zoom event, Jennifer Phelps will guide attendees through the key areas of life and legacy organization in a compassionate, easy-to-understand way — without overwhelm, pressure, or product promotion.
During This Educational Session, You’ll Explore:
- Medical and legal documents that help protect your wishes
- Important financial and household information your loved ones may need
- Digital life planning, passwords, online accounts, and subscriptions
- Guidance around possessions, sentimental items, and final wishes
- Planning for pets, contacts, and important relationships
- Simple next steps you can take immediately
Why This Matters
Planning is not about fear.
It’s about clarity.
It’s about kindness.
It’s about helping the people you love avoid unnecessary confusion and stress during difficult moments.
As Jennifer shares in her course framework:
“A plan doesn’t have to be perfect — it simply has to exist.”
Meet Jennifer Phelps
Jennifer Phelps is an end-of-life planning educator and professional organizer who helps individuals and families thoughtfully prepare important life details before a crisis occurs.
Through her company, Pushing Up Daisies, Jennifer offers compassionate education around organization, life planning, communication, and legacy preparation in a practical and approachable way.
This event is strictly educational in nature and designed to encourage thoughtful conversations and planning awareness.
Event Details
📅 Friday, June 27, 2026
🕙 10:00 AM Pacific Time
💻 Live on Zoom
🎁 Complimentary Educational Event
Attendees will also receive:
✔ Educational handout resources
✔ Opportunity to learn about additional optional workbook resources available afterward
✔ A supportive and informative educational experience
Reserve Your Spot
Click on RSVP button and then put it on your calendar. You are welcome to invite friends but especially family!
Date and Time
Sat, Jun 27, 2026
10:00a - 11:00a PST