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Are You Expecting Your Man to Be Your Financial Plan? Women's Workshop

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Get Comfortable with and Declutter Your Finances to Get Your Financial House in Order.

About this Event

Join Marie Burns CFP® during October for National Estate Planning Awareness Month as she helps you declutter your finances. In this free, hands-on virtual workshop, you will begin to create a comprehensive net worth statement that doubles as an estate planning checklist for you (and the best resource later for your personal representative/successor trustee). This informative 1-hour online workshop will help you get your financial house in order so you can live with less worry and more life!

Join us for one of the following dates (all times MST):

  • Wednesday, October 14, 9 AM -10 AM
  • Wednesday, October 28, 11:30 AM -12:30 PM
  • Thursday, October 29, 4 PM -5 PM

Once registered and before your workshop, you will receive an email with the Zoom invite link to access the workshop on your chosen date. Attendees will also receive a free, fillable pdf tool called My Financial Blueprint.

What other women have said about this workshop:

"Absolutely valuable!"

"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!

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