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Putting Your Financial House in Order ▴

Ages: 50+ & Family

Location: Meeting Room A

Instructor: Luz Johnson, LPL Financial

Would your loved ones know what to do when you pass away? Will you have all your financial and legal documents in order so they are not overwhelmed with the process? If not, this workshop can help you not only organize your estate documents, but also will give you tools to consider so your next of kin is able to fulfill your wishes. In this workshop we will go over:

  • Your personal checklist of financial and legal documents
  • Beneficiary worksheet and emergency contacts
  • Roles and responsibilities of those you choose to fulfill your estate wishes