2.8.23 | Financial Access Checklist | Webinar

2.8.23 | Financial Access Checklist | Webinar

 

LUTZ BUSINESS INSIGHTS

 

AM I READY TO SELL MY BUSINESS?

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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