This practical, sensitive workshop helps you face the arduous process of centralizing financial, legal and personal information, so your family and friends can take care of you and know how you would like end-of-life issues handled. During this workshop, we will cover estate planning documents, and review the importance of Powers of Attorney.
As part of your registration, you will receive a Family Love Letter guidebook, which will organize the details of your will, social security benefits, passwords to your computer/online accounts, and many other practical details.
About Your Presenter
Glynnis Reinhart, RICP, is a local Financial Professional. She holds her FINRA series 66 and 7 registrations as well as her life and health insurance licenses. Glynnis' passion is to empower women, young and not so young, to take responsibility for their own financial future. Glynnis spends a large portion of her time assisting faculty and staff at the University of Cincinnati, Wright State University and Miami University with their financial strategies.
Be sure to check Glynnis' other workshop, Develop Your Financial Strategy on Jan. 31.