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Financial Peace of Mind: Preparing Documents for Your Next of Kin

Thu, Dec 14

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Zoom

Why worry about what your loved ones need to manage your financial affairs when you pass instead of feeling relieved that they have what they need? Get advice from a financial planner and learn how Positive Money practices can help.

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Financial Peace of Mind: Preparing Documents for Your Next of Kin
Financial Peace of Mind: Preparing Documents for Your Next of Kin

Time & Location - Eastern Time

Dec 14, 2023, 7:30 PM – 8:30 PM EST

Zoom

About the Event

Do you worry about having your financial affairs in order when you die? Have you assembled important documents but no one else knows where they are? Has this been on your to-do list and it keeps getting passed up in favor of playing pickleball?

If so, I can relate.  Few of us want to think about leaving our loved ones much less leaving them to manage our affairs after we're gone.  Nonetheless, the reality is that an individual or institution is legally bound as an executor to this task upon our death. Unfortunately, many land in the role by design or circumstance and either have no idea where to begin or -- even worse -- where to find or access the important documents we want and need.

In this webinar, we will explore the following:

  • How Positive Money is a practice that includes actions we take regularly to support and maintain…

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