Slice of Advice Topics
January 22: Protecting Your Legacy with Estate Planning
- Understanding Powers of Attorney and why you need one
- Wills vs Trusts; which one do you need?
- Protect yourself with a holographic will
February 19: The Power of Financial Organization: Declutter Your Financial Life
- How to organize what you have
- What are your assets & liabilities and how do they work?
- Give each asset a purpose
March 19: Surviving & Thriving in Times of Uncertainty
- What is a market crisis?
- Key crisis-proofing strategies for your portfolio
- Introducing the Market Shock Test