Does your family know where your important papers are - your will, your advanced medical directives, your life insurance? Even better question, do you have any of these in the first place? In this class, we’ll be taking a financial “selfie” - recognizing the strengths and weaknesses of your finances and looking for gaps and opportunities in your current financial life.
We’ll be discussing:
-Understand your current financial situation: budget, net worth, cash flow
-Snapshot of current insurance coverages and exposures
-Estate planning “by default” -- if you haven’t planned, this is what to expect
-Information sharing: passwords, insurance docs, lists of important things
This is part one of a two-part series, sponsored by Brock Insurance Agency. There is a discount if you sign up for both classes. The second session is about insurance and can be found here. Please BYOD (bring your own device - computer, tablet, etc.) for an interactive and informative session all about your finances.