Organize Your Family Finances-Next Class Coming Soon

In this short course you will put together a workbook containing all your important financial information in one easy to use format so you/your trusted loved ones have what they need in case of emergency, preparing for a grand adventure, or even to prepare their digital estate.  When you are finished with this class you will have a workbook that has all of the information someone else will need “just in case”.  I call it the "What If?" notebook.  (According to a recent attendee,  (an attorney) it's When, not If?)
  • $79 for the first family member and $50 for the second family member. 
  • Dates TBA
  • Registration via Brown Paper Tickets - the only fair-trade ticketing company! 

Recent Presentations: 
Greenwood Senior Center Guest Speaker 'Money Talks' Class April 2013
-Getting Your Affairs in Order is Part of Effective Financial Planning-

Office Nomads Brown Bag  presentation January 2013

-How to Choose a Financial Advisor-
Resource Links:

5 Reasons to Hire a Financial Advisor
7 Questions to ask an Advisor
Selecting An Investment Professional 


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It's Financial Literacy Month! do you have a question for the Consumer Financial Protection Bureau? Click here to go to their question page, Ask CFPB.