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