February 26, 2015
"The Family Love Letter: A Roadmap to Your Important Documents" to be Presented at March WNET Meeting
If something happened to your loved one(s), would you know where all the important paperwork is? The Family Love Letter is not a legal document and shouldn't be used to replace the important legal documents. It is a booklet that is meant to ease the burden of finding these important documents when the surviving loved ones are grieving and may not be thinking straight.
Carrie Penoyer and Lisa D. Miller will discuss the breadth of information that may be included in your Family Love Letter at the next Women's Network for Entrepreneurial Training's (WNET) monthly breakfast meeting, Thursday, March 5th, 8 a.m. at Operation Oswego County, 44 West Bridge Street, Oswego. The Family Love Letter is your chance to share everything with your loved ones, so something is not overlooked or missed, and includes everything right down to your frequent flyer miles! Many families find the Love Letter helpful and it provides a great place to start once it comes time to handle the estate.
Carrie Penoyer, a Financial Consultant, began her career at AXA Equitable in 2004, following in her father's financial planning footsteps. Carrie takes pride in being able to educate clients and help them to meet their financial goals. Carrie has obtained the FINRA Series 7 and 66 licenses, as well as her Life and Health Insurance licenses in the states of NY and PA.
Lisa D. Miller, CFP®CDFA™, is a Retirement Planning Specialist with a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania, a Certified Financial Planner™ Professional and a Certified Divorce Financial Analyst. Lisa is a financial professional whose core philosophy is to be a resource to her clients, giving them access to the answers they need to accomplish their financial goals.
Through networking, presentations and information sharing, WNET provides professional development and personal growth for women business owners.
The cost for each seminar is $15. Each seminar includes a light breakfast.
WNET is supported locally by Operation Oswego County, NBT Bank, BeautiControl and By Detail.
Pre-registration is required for each seminar, and may be made by calling Operation Oswego County, weekdays, at 315-343-1545, or via e-mail firstname.lastname@example.org. Payments may also be made via Credit Card on our website.
For more information about WNET, visit http://www.oswegocounty.org/WNET/index.html. Follow us on Facebook, https://www.facebook.com/WomensNetworkforEntrepreneurialTraining.