09/30/2026
We’re proud to have had the opportunity to present Financial Planning Essentials for Legal Professionals at the Fort Myers Public Defender’s Office.
Peter Henn and Jesi Jarosz, RICP - Financial Advisor - Northwestern Mutual, covered important financial planning topics including long-term planning, wealth accumulation, debt management, insurance and protection planning, investments, and succession planning.
The presentation was accredited by The Florida Bar, giving attendees the opportunity to earn 1 CLE credit while learning practical financial strategies.
Thank you to the Fort Myers Public Defender’s Office for having us and to everyone who participated and asked such thoughtful questions. We appreciate the opportunity to connect with legal professionals and help make financial planning more approachable and actionable.