Book Us to Speak at Your Event or Attend One of Our Upcoming Workshops!
The Three Pillars of Financial Management
What are the basic pillars of effectively managing your financial affairs, or those of a loved one? What makes the pillars topple? How to rebuild.
January 25th, 2021
Creating An Organized Legacy
At some point, your family or executor will need to know where to find your ‘stuff’ and how to access it. If you have not done much thinking about it and your affairs are not well organized, it can put extra stress on your family at a time when they least need it. In this workshop, we cover:
- What is needed for a death certificate
- A checklist of things to document
- A system for getting it done
October 28, 2020
Preventing Scams & Other Horrors
One in 20 seniors experience financial abuse and nearly 50% of it occurs at the hands of relatives and people they trust. It is a growing problem and is grossly under-reported due to senior dependency on their caregivers. It is important to take steps before a physical or mental crisis arises, to protect yourself or your loved ones. In this workshop, we cover:
- How to recognize financial abuse
- Who is most vulnerable
- Where to turn for help
- What can be done to prevent it