These workshops focus on bringing together all aspects of planning for a serious illness like a heart attack or stroke — helping you clarify your values and preferences for care, while also aligning the healthcare, personal care, legal, and financial pieces that support them. The goal is to ensure your decision-makers are well prepared to speak on your behalf and advocate for you with confidence.
The Advance Serious Illness Plan is a comprehensive, values-based planning process that helps you:
In a supportive, small-group setting, a certified Plan Well Guide Navigator will guide you through thoughtful exercises and practical planning, helping you engage with each part of the Advance Serious Illness Planning process in a clear and supported way.
Workshops are intentionally kept small, with a maximum of 8 participants, to ensure a personalized and meaningful experience.
In this short preview, you’ll see how the workshops work and what participants can expect.
Learn everything you need to know about our workshops, including who they’re designed for, the benefits of attending, what’s included, what you’ll walk away with, workshop formats and costs, and how registration works.
Select a topic below to learn more:
The Advance Serious Illness Planning (ASIP) Workshop is ideal for people who want a complete, coordinated plan in place — bringing together healthcare decisions with personal care, legal, and financial considerations. It’s well suited whether you’re just getting started or have already taken some initial planning steps.
This workshop may be a good fit if you:
Throughout the workshop, each participant works on their own personalized plan.
If you are supporting a loved one and want to help them create a plan, it’s important that you attend the workshop together so they can reflect, learn, and make decisions with your support. Only one registration is required per planner — there is no additional cost for a support person who is attending to assist, rather than creating a plan of their own.
By participating in an Advance Serious Illness Planning Workshop Series, you’ll receive thoughtful, structured guidance to help you create a complete plan with clarity and confidence.
You’ll benefit from:
Through the workshop, you’ll begin creating a practical, thoughtful plan designed to support real-world healthcare decision-making if you become seriously ill.
Your personalized planning documents include:
Choose the format that best matches your timeline, learning style, and how much support you want during the planning process.— whether you want guided time to work through your plan during the session, or a focused overview with clear next steps to complete your planning afterward.
Best if you want hands-on guidance to work through your plan during the session
Pricing:
If you don’t yet have access to the ASIP Guides (Exploring, Equipping, and Entrusting), your registration includes lifetime access to all three Guides, which is reflected in the price.
If you already have the Guide to Exploring, you can register for the workshop plus upgrade your access to include the Guides to Equipping and Entrusting.
If you don’t yet have access to the ASIP Guides (Exploring, Equipping, and Entrusting), your registration includes lifetime access to all three Guides, which is reflected in the price.
If you already have the Guide to Exploring, you can register for the workshop plus upgrade your access to include the Guides to Equipping and Entrusting.
Best if you want a focused discussion on the most important topics of Advance Serious Illness Planning, so you feel prepared to complete your plan independently
Pricing:
If you don’t yet have access to the ASIP Guides (Exploring, Equipping, and Entrusting), your registration includes lifetime access to all three Guides, which is reflected in the price.
If you already have the Guide to Exploring, you can register for the workshop plus upgrade your access to include the Guides to Equipping and Entrusting.
If you don’t yet have access to the ASIP Guides (Exploring, Equipping, and Entrusting), your registration includes lifetime access to all three Guides, which is reflected in the price.
If you already have the Guide to Exploring, you can register for the workshop plus upgrade your access to include the Guides to Equipping and Entrusting.
If you’re not sure which format is right for you, feel free to reach out — we’re happy to help.
We’ve designed the registration process to be simple and supportive.
To register for a workshop:
If something changes, you can reschedule up to 24 hours before the first session in the series.
If you have questions at any point, or would prefer help with booking, you’re always welcome to reach out — we’re happy to assist.
The Advance Serious Illness Planning (ASIP) Workshop is ideal for people who want a complete, coordinated plan in place — bringing together healthcare decisions with personal care, legal, and financial considerations. It’s well suited whether you’re just getting started or have already taken some initial planning steps.
This workshop may be a good fit if you:
Throughout the workshop, each participant works on their own personalized plan.
If you are supporting a loved one and want to help them create a plan, it’s important that you attend the workshop together so they can reflect, learn, and make decisions with your support. Only one registration is required per planner — there is no additional cost for a support person who is attending to assist, rather than creating a plan of their own.
By participating in an Advance Serious Illness Planning Workshop Series, you’ll receive thoughtful, structured guidance to help you create a complete plan with clarity and confidence.
You’ll benefit from:
Choose the format that best matches your timeline, learning style, and how much support you want during the planning process.— whether you want guided time to work through your plan during the session, or a focused overview with clear next steps to complete your planning afterward.
Best if you want hands-on guidance to work through your plan during the session
Pricing:
If you don’t yet have access to the ASIP Guides (Exploring, Equipping, and Entrusting), your registration includes lifetime access to all three Guides, which is reflected in the price.
If you already have the Guide to Exploring, you can register for the workshop plus upgrade your access to include the Guides to Equipping and Entrusting.
Best if you want a focused discussion on the most important topics of Advance Serious Illness Planning, so you feel prepared to complete your plan independently
Pricing:
If you don’t yet have access to the ASIP Guides (Exploring, Equipping, and Entrusting), your registration includes lifetime access to all three Guides, which is reflected in the price.
If you already have the Guide to Exploring, you can register for the workshop plus upgrade your access to include the Guides to Equipping and Entrusting.
If you’re not sure which format is right for you, feel free to reach out — we’re happy to help.
Through the workshop, you’ll begin creating a practical, thoughtful plan designed to support real-world healthcare decision-making if you become seriously ill.
You’ll walk away with:
We’ve designed the registration process to be simple and supportive.
To register for a workshop:
If something changes, you can reschedule up to 24 hours before the first session in the series.
If you have questions at any point, or would prefer help with booking, you’re always welcome to reach out — we’re happy to assist.
Upcoming Advance Serious Illness Planning workshop series dates are listed below. Each session is offered in a small-group format on Zoom to support meaningful discussion and personalized guidance.
Workshop pricing depends on whether you already have access to the Guide to Exploring (the first of the three ASIP guides).
Completed in Three Sessions
(4.5 hours)
ASIP workshop content delivered step-by-step across three sessions over three weeks, with guided support and time between sessions to reflect, discuss with loved ones, and integrate your planning.
Thursdays
October 8, 15, & 22, 2026
9:00–10:30 a.m. PT | 12:00–1:30 p.m. ET
Navigator: Brandi Bailey
Registration now closed.
Fridays
November 6, 13 & 20, 2026
9:00–10:30 a.m. PT | 12:00–1:30 p.m. ET
Navigator: Brandi Bailey
Completed in One Session
(5 hours incl. 30 min. break)
All of the ASIP content delivered step-by-step in a single full-day session, with guided, hands-on support as you work through your plan together.
Saturday, May 23, 2026
10:00 a.m.–3:00 p.m. PT | 1:00–6:00 p.m. ET
Navigator: Brandi Bailey
Completed in Three Sessions
(4.5 hours)
All of the same ASIP workshop content delivered step-by-step across three sessions over three weeks, with guided support and time between sessions to reflect, discuss with loved ones, and integrate your planning.
Mondays
June 1, 8 & 15, 2026
4:00–5:30 p.m. PT | 7:00–8:30 p.m. ET
Navigator: Brandi Bailey
Completed in One Session
(2 hours)
A focused discussion on key ASIP topics, with clear next steps to complete your plan independently
Friday, June 5, 2026
12:00–2:00 p.m. PT | 3:00–5:00 p.m. ET
Navigator: Brandi Bailey
Stay tuned for new dates, refreshed workshop formats, exciting additions to our Navigator team, and more opportunities to plan with confidence.
Keen to get started on your plans before the fall? Learn more about our private ASIP workshops – perfect for couples, families, or close friends.
If you don’t see a date that works for you, please add your name to the registration list, and we’ll be in touch soon with updates on new workshop dates.