Get Your Vital Documents in Order

Details Price Qty
Zoom Registrationshow details + $175.00 USD  
Member Zoom Registrationshow details + $150.00 USD  


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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 and attorney fees as they age into longer lifespans.   Winter Session Zoom Only. Registering for Power Hour on Tuesdays is also recommended.

                 3 Thursdays: January 15, February 12, March 12, 3:30 pm to 5 pm. Zoom.  $175/$150

 

Venue:  

Description:

Link sent morning of workshop. All set to Central Time.