You know you need to clear out the clutter in your house. Get your legal documents in place. Finally make a plan for your money.
What's holding you back?
As busy parents and professionals, we all want an organized home, an updated will, and an investment strategy that's in sync with our retirement goals. But it's hard to find the time and headspace to get that important stuff done.
Start getting past your mental roadblock by coming to hear from the three professionals who know how to erase mess and stress like it's (literally) their job: a professional organizer, an estate lawyer, and a financial advisor.
You'll walk away with an understanding of how to get your documents organized, what kind of estate plan might work for you, and how to manage risk inside your investment accounts. All that, and a huge sense of relief.
Your guides on this path to empowerment will be:
Amanda Scudder, Professional Organizer - Abundance Organizing
Mariah Daniel, Estate Lawyer - Daniel Law
Roberta Keller, CEO - Alexis Advisors
As always, the coffee will be hot and the pastries will be fresh. Come ready to learn and get your day started off right!
About Money Mornings
Money Mornings is a monthly breakfast program designed to provide our community with free education and a welcoming atmosphere to open the money conversation and learn how to live, spend, and invest intentionally. Come ready to learn, meet a few like-minded people, and enjoy free coffee and pastries!
What: A new money topic every time - aimed to help you be intentional & informed about your money
When: The second Tuesday of every month, 8:00 - 9:00am
Where: The Beet Cafe in Ellwood Thompson's, 4 N Thompson St
Get the details and RSVP by checking out our events page on Facebook. Like us on Facebook or sign up for our newsletter to get all our event updates!