Description

The amount of work that needs to be done when someone is incapacitated or passes is time consuming and daunting. Not only will your family have to navigate through the tax and legal system, but they will be dealing with institutions whose primary goal will be fraud protection and they will not readily talk. Your heirs will need your guidance at a time when you cannot provide it.  In this class, you will learn how to create and maintain a Family Binder that gives your family or agent the crucial information they need. The goal is to have a 1-page instruction sheet, followed by essential legal, tax, account, and other back-up documents.  Binder and other materials are provided.

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.