Join Marie Burns CFP® as she helps you assist your aging parents with their finances. In this hands-on virtual workshop, you will learn how to help your parents create a comprehensive net worth statement that doubles as an estate planning checklist. This informative 1-hour online workshop will help you understand what your parents need in order to get their financial house organized – All so the family can live with less worry and more life!
Join Marie on the following date (time is PST):
Tuesday, September 21, 5 PM – 6 PM
Once registered and before your workshop, you will receive an email with the Zoom invite link to access the workshop. Attendees will also receive a free, fillable pdf tool called My Net Worth Summary that automatically calculates your net worth for you!
As a bonus for attending the workshop, you will receive a digital PDF download of Marie’s best-selling “Before” Financial Checklist book as a thank you. Start a conversation today with your parents to clarify wishes, avoid delays, and minimize costs!
What attendees have said about this workshop:
“Comprehensive and so many items I was unaware of!”
“I learned so many valuable tips.”
“You made it so understandable for all of us!”
You have procrastinated this long enough, it’s time to get it done!
For more information contact Marie@MindMoneyMotion.com