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Sessions: 1Class Date(s): 05-09-2024 to 05-09-2024Day(s) of the week: ThursdayTime: 1:00 PM → 2:30 PMInstructor: Barbara Norman, CFP®, ChFC® CDFA®, CEO of Sage Path Solutions, The Women's Financial Academy FounderTerm: 2024-2Location: Grossmont Lifelong Learning CenterUnwinding an estate is a daunting task. In a paperless world it can be difficult to locate assets, the tasks... read more
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Sessions: 1Class Date(s): 05-09-2024 to 05-09-2024Day(s) of the week: ThursdayTime: 10:00 AM → 11:30 AMInstructor: Barbara Norman, CFP®, ChFC® CDFA®, CEO of Sage Path Solutions, The Women's Financial Academy FounderTerm: 2024-2Location: Rancho Bernardo Lifelong Learning Center Unwinding an estate is a daunting task. In a paperless world it can be difficult to locate assets, the tasks... read more