FREE Virtual Seminar presented by Kate Gregory Walker, CFP®.
BONUS: As a gift from Kate, all attendees will receive a FREE copy her book Later is Too Late.
Based on Susan Covell Alpert’s book Later is Too Late-Hard Conversations That Can’t Wait , this Zoom seminar led by CERTIFIED FINANCIAL PLANNER™ professional Kate Gregory Walker, CFP®, will guide you through the steps to prepare your family for the inevitable event that none of us wants to talk about.
Author Susan Covell thought she was organized for the future, but when her husband died, she was overwhelmed with paperwork and agonizing decisions. Like Susan, Kate is a widow as well as a financial advisor and learned things that were surprising to her. When her clients asked to share her own experiences, she found Susan’s book and knew it would be an excellent resource for a workshop addressing this important issue.