september, 2021

15sep10:00 am11:30 amGetting Your Docs in a Row: The Financial Side of Caregiving10:00 am - 11:30 am

Event Details

Did you know 60% of Americans pass away without having estate planning documents in place?

Now is the time to secure your finances – whether you are caring for your spouse or your parent. Certified Financial Planner Marie Burns of Mind, Money, Motion, is joining us for a free virtual workshop demonstrating what it means to get your financial house in order. We will discuss getting started on financial organization, common misunderstandings in the estate planning process, Power of Attorney documents, and three critical things you must do in the financial planning process.

Whether you survive your loved one – or your loved one survives you – you’ll want the peace of mind knowing financial aspects will be secured. Save time, stress, money – and preserve family relationships.

Workshop participants will receive a complimentary pdf of the booklet, “Before” Financial Checklist: 15 Important Actions to Complete Before the Loss of a Loved One.

To register, please contact Deanne Poulos at (602) 274-5022 or


(Wednesday) 10:00 am - 11:30 am