Broker Check
27 June
Leave a Plan, Not a Mess

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

Location

ONLINE ZOOM EVENT - Link will be sent

PT1H

Important Disclosure

The information presented during this event is educational in nature and is not legal, financial, tax, medical, or estate planning advice. Every situation is different. Please consult your own attorney, financial advisor, tax professional, and healthcare provider before making planning decisions.
Registered Representative offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment Adviser Representative offering advisory services through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Jennifer Phelps is not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC.

Event Registration

Will you be able to attend this event?