Your Vital Documents

Your Vital Documents: What to include and how to share

Powers of Attorney, care providers and financial advisors will function better if you provide them with accurate information and a clear aging plan. Record keeping can be challenging because of the volume of insurance, financial and legal documents that must be included. Privacy issues and ever-changing security protocols make things harder still. Come get inspired with Anne Wieboldt, CFP to create your vital documents archive as the foundation of your aging plan. You will establish a paper and/or electronic ‘binder’ of vital documents.

 Wednesdays:  Oct. 23 and Nov. 20, 4 pm to 5:30 pm. $65