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. 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.
About the teacher:
David Wattenbarger is a fee-only financial advisor and planner, serving families of every size, small businesses, and nonprofits. David brings more than 15 years of experience to his work and holds both the Certified Financial Planner® and Chartered Advisor in Philanthropy®designations. We are grateful to David for donating his time for this class.