Are all your important details organized in one place so your family can easily access it if you were incapacitated? Could your family step-in and manage your affairs if you needed assistance? Join Sandra Batra, as she explains how you can create your own customized binder that incorporates all your important life details, including: personal data, property, financial, retirement and insurance details, medical, and service provider information. Take control and act now so your loved ones have the information they need in the event of an emergency. This will give you and your loved ones peace of mind and provide them with direction and guidance.
Sandra has worked for Marketplace by John Hancock where she marketed and sold Life Insurance and Long Term Care products directly to consumers. She has experience executing estate plans and uses this knowledge to helplient's to create their customized Life Transition binder.
Meet in the Private Dining Room at the Scandinavian Living Center. To register email Amy at amy@newtonathome.org or call the office at 617-795-2560. Ride requests accepted until November 15.