Events
5 Easy Steps to Getting Your Financial Affairs in Order So You and Your Loved Ones Sleep Better at Night.
Thu, Jan 23
|Zoom (Link to be sent with confirmation)
Ready to get your financial affairs in order including gathering, storing, and protecting critical documents your loved ones may need to take action when you no longer can?
Time & Location - Eastern Time
Jan 23, 2025, 1:00 PM – 2:30 PM
Zoom (Link to be sent with confirmation)
About the Event
Do you wake up at night worried that, were something to happen to you, those you care about most might not have what they need to take care of you or your financial affairs?
You're not alone.
If you're a parent, caregiver, or next of kin who knows how important it is to have critical documents like a power of attorney or health care directive in place in the case of an emergency, or a will or trust in the event of a death, this masterclass is for you.
If you want a process and system in place that helps you sleep better knowing your affairs are in order, this masterclass is for you.
If you want to learn how to engage others in this journey, this masterclass is for you.
The "5 Easy Steps to Organizing Your Financial Affairs Masterclass" walks you through what matters most and why you…