.jpg?width=300&height=175&name=Mega%20Menu%20Image%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)
%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(3)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(4)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(5)%20(1).jpg)
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)
.jpg)
-1.png?width=1080&name=Blog%20(2)-1.png)
March 11, 2026 | 11:30 AM - 12:30 PM | Webinar
Life can change in an instant, and when it does, having access to financial information can make all the difference. Whether it is the loss of a spouse, a divorce, or a sudden health crisis, too many families and business partners find themselves unprepared. In this webinar, Lutz experts Mark Duren, Erin Baas, and Justin Vossen will share the Lutz Financial Access Checklist, a tool we developed to help you organize critical documents, accounts, and conversations in one place. You will learn how to use it to start important discussions, reduce uncertainty, and give your loved ones confidence in the future.
KEY TAKEAWAYS:
- Creating a Clear & Accessible Financial Checklist for Families & Partners
- Knowing Which Conversations to Have Now to Prevent Stress Later
- Identifying Essential Documents, Accounts, & Online Logins
- Practical Steps to Stay Prepared Through Major Life Transitions
SEMINAR LEVEL:
Beginner
WHO SHOULD ATTEND:
Spouses, Partners, Business Owners, Financial Decision-Makers
Webinar Registration
Recent News & Insights
December 10, 2025 | 11:30 AM - 12:30 PM | Webinar Tax season is around the corner, and so are some of the most significant tax changes in ...
December 17, 2025 | 11:30 AM - 12:30 PM | Webinar Medicare is evolving, and 2026 brings another wave of changes that will impact how your ...
January 14, 2026 | 11:30 AM - 12:30 PM | Webinar AI is no longer just a buzzword. It’s a powerful tool reshaping how businesses operate, ...
Let’s get you where you want to go.
We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.