Broker Check
28 Feb
If You got Hit By a Bus: Organizing Your Financial Life

Description

No one likes to think about the unexpected, but being prepared is one of the greatest gifts you can give your loved ones. This educational seminar focuses on organizing your important financial, legal, and personal information so your family knows where to find everything if something happens to you. We'll discuss estate documents, beneficiary designations, account information, digital assets, passwords, and practical tools like Everplans to help you stay organized and create peace of mind.

Date and Time

Sat, Feb 28, 2026

4:30p - 5:30p EST

Location

Virtual

PT1H

Event Registration

Will you be able to attend this event?