Speaking Engagements and Workshops
My workshops and speaking engagements help audiences understand estate planning, legacy preparation, and executor responsibilities through practical guidance and real life insight. I share these topics in a clear and approachable way, with presentations tailored to the needs of families, professionals, and community groups.
Expert Led Presentations That Inform, Inspire, and Spark Action
These sessions are educational, engaging, and action inspiring. They focus on estate planning, aging well, and legacy preparation in a way that is relevant and practical, bringing estate and legacy planning conversations to life.
Each event is tailored to your specific group and their level of knowledge. Whether you are hosting a financial planning event, a community seminar, or a professional development session, the goal is to meet participants where they are and help them feel better prepared to take next steps.
Formats Available
- One hour speaking engagements on key estate and legacy topics
- Workshops for families who want guidance, clarity, and a structured way to begin planning conversations
- Half day workshops for groups, organizations, or community programs
- Custom series or multi part programs for ongoing education
- Panel discussions or themed events
All formats include handouts and time for audience questions and engagement.
Who These Sessions Are For
- Families and small groups who want support starting planning conversations or learning how to prepare together
- Community groups hosting events on aging, caregiving, or planning ahead
- HR or employee wellness programs offering life planning education
- Estate lawyers, funeral homes, or retirement planners offering educational sessions for clients
- Financial professionals providing value added learning opportunities
Workshops and presentations are designed as a high value experience for your clients, members, or family group. They are practical, personalized, and based on years of experience helping people turn planning ideas into meaningful action.
Why It Matters
Many people do not plan because they do not know where to start or because no one has explained the reasons in a way that feels relevant. These sessions turn complex topics such as estate planning, estate administration, powers of attorney, and aging preparedness into clear, relatable, and motivating conversations.
Your audience walks away with more clarity, useful tools, and a greater sense of control over their next steps, rather than fear or confusion.
About Nancy Boisvert, CEA
Nancy Boisvert is a Certified Executor Advisor and founder of NEXsteps, specializing in strategic aging and legacy planning. With a background in estate support, family communication, and real life experience navigating care and planning for others, Nancy brings empathy, professionalism, and a calm presence to every speaking engagement.
If you would like to learn more, you can explore how NEXsteps supports individuals and families throughout their planning and estate journeys, or view sample content on our video channel.
Next Steps
If you are interested in booking a speaking engagement or workshop, or would like to discuss formats and topics for your audience, please get in touch to explore options.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning, executor readiness, and related topics. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
