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Financial Planning – A Family Affair

Financial Wellness

Are your kids good with money? Are your parents? How about your siblings? At some point, many of us face financial decisions related to a family member who didn’t plan. Join Karen Schaeffer, CFP® to learn how to avoid financial planning problems before they begin, and how to build “financial firewalls” when necessary.

Topics include:

  • Age appropriate conversations about good money habits
  • Fostering a saving versus spending culture
  • When helping can be hurting, and how to draw the line
  • How Medicaid and other social programs work
  • Essential estate planning tools for good decision making