Advertisement
Leave your family with clarity, not chaos. This thoughtful, practical class helps you organize vital personal and financial info-passwords, insurance, investment accounts, estate documents, and even pet details into one simple system. Reduce stress, avoid confusion, give your loved ones peace of mind, and create a powerful act of love, done now, when it matters most. This first-of-its-kind class is ideal for seniors preparing for the future, adult children of aging parents, and financial professionals seeking to better serve their clients.
Steve Finkelstein is a Certified Financial Planner with over 35 years of experience in the financial services industry. Throughout his distinguished career, he founded and managed three successful financial planning firms, where he guided hundreds of clients through the complexities of estate planning and financial management. With a deep understanding of financial needs and challenges faced by individuals and families, Steve is passionate about helping people ensure their legacies are well-preserved for their loved ones. Now retired, Steve feels honored to continue contributing to his community in new ways. He lives in Plymouth, MN, with his wife, Stacy. The couple enjoys spending time with their three adult children and grandchildren, and Steve remains an avid enthusiast of outdoor activities.
Registration required.
Advertisement
Event Venue & Nearby Stays
73300 Fred Waring Dr, Palm Desert, CA, United States, California 92260
Tickets
Concerts, fests, parties, meetups - all the happenings, one place.
