Lunch 'N Learn Seminar: Heart to Heart: Healthy Conversations About Finances

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Name: Lunch 'N Learn Seminar: Heart to Heart: Healthy Conversations About Finances
Date: March 26, 2019
Time: 12:00 PM - 1:00 PM CDT
Lunch 'N Learn Seminar: Heart to Heart: Healthy Conversations About Finances
Event Description:

Presented by Renee Waterman, Thrivent Financial

Caring for your parents can have a significant impact on your personal finances as well as multi-generational family relationships. Starting healthy and positive conversations about finances before there is an emergency can help make the situation less stressful for everyone. This presentation will help you become aware of tips, tools and resources to provide needed support when and how family members want it, while maintaining the goals that have been established. In addition, understanding appropriate financial documents to have in place allows for a smoother and more coordinated transition, and focuses on helping everyone live out their intended legacy. Workbook provided.


Sponsored by: Carolyn Stark Real Estate Team, Keller Williams Fox Cities

Event Media:
Location:
Keller Williams Fox Cities
517 N Westhill Blvd
Appleton, WI 54914

Located between Gander Outdoors and Marcus Hollywood Cinema
Date/Time Information:
Tues, Mar 26, 2019
12 to 1 pm

Registration begins at 11:30 am
Contact Information:
Cindy Novak
Fees/Admission:
Free

Pre-registration is required:

https://www.eventbrite.com/e/lunch-n-learn-seminar-heart-to-heart-healthy-conversations-tickets-52756991582
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Premier Members

WE Energies Thrivent Financial Miller Electric BMO Harris
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