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