a seminar on planning for the future
Join us for an informational and supportive seminar tailored to adult children of seniors who are navigating this complex journey. This event is designed to teach you how to have essential conversations with your parents about their finances, what information you need to gather and what to do if they’re reluctant to share. You'll also learn about the importance of the basic documents for estate planning and when they apply.
Guest Speakers
Sandra Sigler and Kayla Nelson
Sigler and Nelson, LLC
"The Five Basic Documents of an Estate Plan "
Tanya Mathews - Co-Founder and Financial Advisor, Meridian Wealth Management
"How to Talk to Your Parents About Their Finances"