WEBINAR: Tips for Talking with Family about Money & Finances
November 18, 2021
Having a plan in place in case of death or disability is critical. Planning ahead can alleviate administrative pains, minimize family disputes, and ensure your assets are protected. An important component of this plan that is often forgotten, or avoided, is communicating it to your family or loved ones.
While it’s never pleasant to discuss these topics, having these conversations will help you feel reassured that your finances and affairs are handled according to your wishes.
Join Director of Financial Planning Sarah Mouser, CFP®, CTS™, CES™, as she discusses:
- The importance of these difficult conversations
- How to approach these topics
- What information to discuss
- How Cassaday & Company, Inc., can help