Get Your Vital Documents in Order
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January 15, 2026
3:30 pm - 5:00 pm
| Join Anne Wieboldt, Certified Elder Planning Specialist and CFP, to learn the essentials to putting personal finances in simple good order, no matter your age, that allows us and our POAs to manage paperwork over our longer lifespans. |
| Participants will be inspired to simplify their personal finances so that your paperwork is clear and straightforward for those who come after us. Joyful Outcome: Participants can avoid money stress as they age into longer lifespans. Winter Session Zoom Only
3 Thursdays: January 15, February 12, March 12, 3:30 pm to 5 pm. Zoom. $120/$110
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