Prepare: Get Your Docs in a Row
In this FREE hands-on virtual workshop, you create a comprehensive net worth statement that doubles as your planning checklist (and a resource later for your family).
A resource by Mind, Money, Motion
Do you know that you already have a bunch of mini-wills already in place? Your account titles and beneficiary designations act as a mini-will on each asset. Are yours set up correctly according to your wishes? So many estate planning misunderstandings can cost families money, delays, and hard feelings. Join us for some "aha" moments that will help you and your family now and in the future. This workshop is only offered during October (National Estate Planning Awareness Month) and April (National Financial Literacy Month).
Our Inspiration
Estate planning is the most back-burner area of financial planning because it deals with traumatic times in our lives that we would rather not think about. But would you rather have your family curse you or thank you when you are gone? Learn how to leave your wishes and not a mess.
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