2 Results
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NewThe 25 Documents Needed for Effective Life PlanningMoney SenseGetting your affairs in order doesn't have to be overwhelming. Join us for a supportive workshop designed to help you organize your vital paperwork. We’ll walk through the 25 essential documents you need to protect your medical wishes, financial accounts, and property. Perfect for adults of any age who want to save their families from future stress and confusion. Includes handy take-home checklists and time for Q&A! Includes helpful take-home resources and time for your questions.Fall 2026
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Who Will Inherit the Mess?Money SenseNewDon't leave your family guessing. This relaxed, informative workshop breaks down how to protect your loved ones and your assets using simple estate planning tools. We'll demystify Wills and Trusts, highlight the importance of Powers of Attorney and Health Care Directives, and give clear guidance tailored for individuals, couples, and blended families alike. Come get your questions answered and leave with a clear plan for the future.Fall 2026