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How to Create a Family Resource File: Organize and consolidate all of your important life details


Adult Education / Invest and Plan -
Adult WS2025

It’s never too early to organize and consolidate all your important life details, but it can be too late! We experience events that change our lives. Do you ever think, What If? What if something happens to you or your spouse, how would your family manage? Could your spouse or family step in and seamlessly manage everything until you are back on your feet? It’s your responsibility to think about this and do something; you need to plan for the unexpected and make sure all your important life details are organized and in one place. It’s time you created your Family Resource File. The instructor will provide guidance--helping you to understand the types or categories of information to include, and the specific details within each category. You will also receive a summary of the information discussed.

 February 2025 
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Instructor

Sandra J Batra

Instructor


Sandra Batra worked for Marketplace by John Hancock, where she created, marketed and sold life insurance products directly to consumers. In this role, she developed experience executing and managing estate plans, and she now puts this knowledge to use creating customized life transition binders and Family Resource Files for clients.

LE41

  Sandra J Batra


Virtual Class
Thursday, Feb 13
10:00 - 11:30 AM

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Fewer than 5 spots left


Price: $ 32 00
LE49

  Sandra J Batra


Virtual Class
Tuesday, Feb 11
6:30 - 8:00 PM

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M
Tu
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Fewer than 5 spots left


Price: $ 32 00