Community Outreach

Our goal is to communicate the importance organizing financial information to families and individuals of every age and in any stage of life.  As part of our community outreach, we offer 45-minute educational presentations. During this time we address why organizing this information is so critical, how it can save time and stress for family members and specifically what type of information should be included. We present resources to help all attendees organize themselves after our session. In addition, team members are available for individual questions after every session.

Common presentation venues include community centers, retirement communities and support groups (e.g., illness, hospice, divorce). 

For more information or to schedule a session please call us at 949-547-0556.