Description

Let's get organized!
You have planned for many things: new home, children, retirement, etc. but have you planned for the unexpected - your own incapacity or death? It is not a topic many want to think about but it is one of the most important things you can do for your family and friends.
The Connecting Generations Organizer is a place to provide basic information about your finances and personal wishes for family and friends.
We will discuss how to alleviate uncertainty and stress at an already emotional time.
• Organize your documents such as wills, trusts and powers of attorney
• Secure and convey financial records and the location of items such as special keys, access
codes and passwords
• List advisors such as doctors, attorneys and accountants
• Facilitate discussions with your family regarding wealth transfer
• Convey personal wishes to your family and friends
Host:

programs focusing his efforts throughout the West. Prior to joining Touchstone in 2018, Mr. Nuss was a wholesaler for Ivy Funds’ institutional channels. He also served as a Retirement Education Specialist at JPMorgan Retirement Plan Services and began his career as an advisor for a St. Louis based investment firm. Mr. Nuss earned a BS in Anthropology from The University of Kansas and is a Level I CFA candidate.
Date and Time
Wed, Mar 15, 2023
5:00p - 6:00p MST