Worries about the Coronavirus have Americans scrambling to put their personal estate in order. Please join us on September 16, 2020, at 1 p.m. for a ZOOM discussion with Robyn Wagman and Marilee Fitzgerald, authors of “Estate of Mine Organizers.” They will discuss the “must-have” documents and decisions we need to put our personal and financial estate in order - from our passwords, finances, beneficiaries, wills, pets, homes, titles, insurances, healthcare, end of life wishes, and so much more This virus accelerated the need not to wait another week or another day to do it! Learn strategies to save time and money, avoid family strife and live with peace of mind knowing what you need, what you have, what is missing, and where to find your important documents and decisions. Let’s face it, you never really know what’s next!
They will cover topics such as:
“Must Have” Documents
Adult Children as Caregivers
Sorting Piles of Papers
How and When to Get Started
Documents to Share, Save, Shred
Frequently Asked Questions
About Robyn and Marilee
Robyn and Marilee are educators, parents, entrepreneurs and authors. Their mission is to help our community be prepared for every life event – especially a catastrophic occurrence. Their journey grew out of their own experiences as they had to make personal, financial and other difficult decisions without always having the knowledge and right documents to make the best choices. They developed EOMOTM to provide an easy tool to help simplify and manage the myriad of information and decisions that arise in life.
They were featured in the July edition of Kiplinger Financial,” Money Smart Women.” They have been presenters at Eileen Fisher’s Launch of their “Empowering Women” 2017 Spring and 2018 Fall campaigns. They have presented before groups of estate planners, financial advisors, attorneys, accountants, home builders, real estate companies, physicians and women’s organizations.