Are your employees equipped to handle life’s unexpected twists? Personal challenges—from medical emergencies to financial setbacks—can impact workplace productivity and overall well-being. This panel discussion will explore the essential “must-have” documents, such as wills, trusts, identification records, and financial accounts, and how employees can efficiently organize, access, and share them. Learn how businesses can support their workforce by fostering preparedness, reducing stress, and ensuring employees have the resources to navigate life’s uncertainties with confidence.
Gerard Ibarra, PhD, is an accomplished entrepreneur, author, speaker, and consultant, co-founding three software companies and founding Keep It Saved, a SaaS-based digital vault designed for family continuity planning and legacy preservation. With over 35 years of leadership experience, he has served as CEO, EVP, and Director, and led the sale of Jaguar Logistics, Texas’s largest medical on-demand transport company. He specializes in startups, strategic planning, and decision-making. Dr. Ibarra holds a PhD in Applied Science from SMU and has taught at SMU, the University of Dallas, and Dallas College.
Sabrina Turner is the Founder & CEO of Healthy Healthcare LLC, bringing over 25 years of experience as a business owner and Fortune 500 leader to help small businesses, solopreneurs, and independent contractors access affordable, high-quality health and life insurance. A passionate connector, she leads with a servant leadership mindset—believing that giving first leads to lasting relationships. For 12 years, Sabrina has hosted The Legacy Connect, a monthly B2B networking event in DFW that unites top professionals to share referrals, insights, and opportunities through strategic connections and meaningful collaboration.
Results-oriented, transformational Human Resources Executive with extensive experience in the strategic design and operational delivery of globally aligned human resources solutions. Innovative designer of transformative and high impact human resource strategies and solutions to solve unique business problems. Creative problem-solver and consultative business partner focused on developing effective solutions that enable growth and improve business performance. Demonstrated success leading in rapidly changing environments with limited resources. Proven partner in leading global and geographically disbursed teams in a matrix environment. Highly accomplished professional with experience in multiple industries in both unionized and non-unionized environments.
Tuesday, May 20th
11:00 a.m. to 1:00 p.m.
