Money Smarts - Financial Planning

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Program Type:

Outside Presenter

Age Group:

Adult
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Registration for this event is no longer open.

Program Description

Event Details

Did you know this is Money Smarts Week?  Attend this important workshop on budgeting, saving, estate planning and more.

In her presentation, Valarie will discuss the critical aspects of estate planning, including wills, financial power of attorney, healthcare directives, and trusts. She will delve into the process of funding your trust and how each asset must be handled. Valarie will also cover the importance of a guardianship plan for your minor children. Many decisions must be made, but Valarie will guide you through each step with her simplistic process designed for the busy mom.

In her presentation, Anka will continue her previous discussion on how to increase financial confidence and literacy by building sustainable money habits.  She'll show you new ways of seeing and thinking about your money by establishing a vision for your money in the future.

Presented by Anka Simurina (certified financial planner) and Valerie Brunning (attorney at law).

Disclaimer(s)

Accessibility

The library makes every effort to ensure our programs can be enjoyed by all. If you have any concerns about accessibility or need to request specific accommodations, please contact the library.

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