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Financial Planning: Being Prepared

Financial Planning: Being Prepared

During our June monthly meeting, our very own Sheri Marshall shared her expertise on planning for the future when it comes to finances. The focus involved preparing wills and medical documentation, keeping up with updating your documents when life events happen (marriage, divorce, new child, etc.) and understanding the laws that the documents are filed under. The presentation was thorough and full of much needed advice…and Sheri was kind enough to share that information with our Social Media team so that the Austin Community and beyond could have the benefit of her expertise and educate themselves appropriately!

 

Here is Sheri’s presentation entitled: Financial Planning – Being prepared for the unexpected

 

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