Session 4: Financial Continuity & Stability

Join us for the fourth session of our 5-part Emergency Planner & Golden Box Workshop Series, designed for homeowners 62+ and their trusted circle.

This session focuses on helping you keep your financial life organized, accessible, and stable during unexpected events. We’ll walk through important financial information including income sources, recurring bills, account details, insurance policies, financial contacts, and key systems that support day-to-day financial stability.

You’ll also begin organizing essential financial documentation so trusted loved ones or advisors can understand what needs to be paid, where important accounts are held, and who to contact if assistance is needed. We’ll also discuss password and access considerations so information can be located responsibly and securely.

Walk away with clear, organized documentation that helps protect your financial independence, reduce confusion, and support continuity if someone else needs to step in.

When: Wednesday, August 26th, 2026 | 11:30 AM – 1:00 PM

Where: Maynard’s Restaurant,…