Description
When someone becomes incapacitated or passes away, there are often far more financial, legal, and tax tasks than anyone expects. The people stepping in quickly discover how difficult it can be to get information – especially as fraud-prevention rules limit access and slow everything down. These responsibilities can be overwhelming, particularly without training or clear guidance. In this class, you’ll learn how to create and maintain a Family Binder that gives your loved ones or trusted agents clear direction. It begins with a simple one-page instruction sheet and is supported by essential legal, tax, account, and backup documents. Class materials are provided.
Bio:
Barbara Norman, CFP®, CDFA®, is the CEO of Sage Path Solutions and a financial planner who works closely with divorced and widowed women as they navigate life’s transitions. With nearly 40 years in financial services, she brings both technical expertise and a deeply human perspective to her work. A professional speaker and storyteller, Barbara is known for making complex financial topics approachable, clear, and engaging.
