We have seen it before. People experience life-changing events, and then their loved ones have to worry about the "stuff."
Get organized today so your loved ones can focus on caring for you and not your "stuff." Do it together as a family and make a promise to inform each other of your wishes and where your "go to" person can find what they need.
Get your checklist today, created by the analysts at Key Analytics and the Keys to Personal Finance Association, who are committed to your financial education. Don't put it off!
We are never guaranteed tomorrow so prepare today.
Jennifer Schneider has been an institutional investment research analyst for nearly 20 years. She has experience as a personal financial literacy educator, investment analyst, and corporate project manager for financial advisory firms. Her passion for teaching and her expertise in the areas of investment committees, portfolio analysis, client service, and management of the operations department has been used to educate financial advisors for years. Jennifer wants to bring that same knowledge to you, so that you can feel confident that you are making the best financial choices for your personal situation.
Jennifer is an Accredited Investment Fiduciary (AIF®) and is a Certified Financial Education Instructor, actively educating individuals about financial literacy topics. She has a Bachelor of Science degree from Texas A&M University and a Master of Business Administration from the University of Houston. Jennifer's path in finance, and as a wife and mother of 3, make her a great resource of all types of individuals seeking a stress free and successful financial path.