Financial Fitness: How to Talk to Your Parents About Their Finances
Date & Time:
1:00 pm – 2:00 pm
Overview:
Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.
If something happened to your parents, would you be able to step in and help them with their finances? Do you know where they bank, or how they pay their bills? Do they have wills? Have they named you power of attorney so you can manage their finances if they can’t? You need answers to all of these questions and more before a crisis strikes. In this training, you’ll learn how to have essential conversations with your parents about their finances, what information you need to gather and what to do if they won’t talk.
Presenter:
Cesar Bastidas, Director – Advisor Advancement Institute, New York Life Investments