Lutz recently added Grace Howard, Eli Lundak and Julia Stokes to its Tech division. Grace and Eli, Service Desk Technicians, and Julia…
2.8.23 | Financial Access Checklist | Webinar
LUTZ BUSINESS INSIGHTS
Women’s Financial Literacy Webinar Series
Financial Access Checklist
2.8.23 | 11:30AM – 12:30PM | Webinar
Does your spouse handle the majority of your financial activities? What would happen if they were gone tomorrow? In this webinar, Lutz experts Lauren Duren and Steph Hand will discuss the critical information you should be able to access to ensure you have the tools to manage important financial tasks in the event of a loss.
Key Takeaways:
- Importance of Discussing Financial Information
- Tips for Frequency of Updating
- Financial Access Checklist
Who Should Attend: HIGH-NET-WORTH SPOUSES
Seminar Level: Beginner
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