Getting Your Financial Affairs in Order – Free Program

Getting affairs in order is a lifetime pursuit only ending when your life ends. Personal affairs include estate planning documents such as a will, health care proxy, living will and power of attorney and instructions for your funeral and obituary. Financial affairs include organizing your investments, determining doable goals, simplifying your investments, working to reduce your tax preparation fees and claiming unclaimed funds. There is also a third category for people that own businesses. Thursday I will be presenting a Free program in the Take a Business Break series at the East Brunswick Public Library titled “Simplify Your Financial Life and Claim Unclaimed Funds” on Zoom.

This program will identify areas of confusion and show ways to unconfuse them, show 12 ways to make your tax return simpler while reducing your preparation costs, make claims for unclaimed funds that you likely have, and how to know if you’ve won your individual lottery and act accordingly.

This one hour program will cover a lot of ground with specific ways you can make your finances easy to manage, an entertaining look at a very famous icon that had over $1 million of uncashed checks in her house when she died, why debt is like being in prison, what you should tell your spouse about your finances, how your school-age children can avoid filing tax returns on summer and parttime job earnings, the ingenious battle strategy of George Washington and how you could adopt it as your investment strategy and the genius of Yogi Berra and Albert Einstein and how you can benefit by applying their sage advice.

Everyone attending will receive a free PDF of the descriptive PowerPoint slides and a Getting Your Affairs in Order tool kit.

The program is on Zoom on Thursday, January 20^th at Noon. You will need to register in advance, and the program and handouts are free. Please register in advance for this program. Click here for more information.

I hope to “see” you Thursday.

For readers that do not know me, I am accredited as a personal financial specialist (PFS) by the AICPA, am an adjunct MBA professor and one of Accounting Today’s Top 100 Most Influential People in Accounting.