Description

Unwinding an estate is a daunting task.  In a paperless world it can be difficult to locate assets, the tasks at hand are complex, and your executor can be held personally liable for mistakes.  Errors can lead to unwanted attorney fees and unnecessary taxes. Join us for a class that addresses how assets are titled, taxed, and pass to your heirs.  Discover fresh ideas that will make the duties of your executor easier.   We will give you guidance for setting up your Family Binder, a critical guide to help your family avoid common mistakes and have an easy asset transition.

Barbara Norman began her career in the Financial Services Industry in 1986.  She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning.  She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first.  Barbara is the Founder of the Women’s Financial Academy, an educational foundation.  She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics.  She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst.  Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.