Legacy Giving Circle – Your Life Checklist
Don’t Keep It A Secret! While details of your financial information is meant to be kept confidential, don’t keep it a complete secret from your spouse or beneficiaries. In this interactive workshop, Catherine Scrivano, Financial Planner and Registered Principal for CASCO Financial Group, will show you how to develop your own personal document locator. You will decide: Who needs to know, What they need to know and When they need to know it. This is a great way to begin a conversation with your parents or others whose affairs you may need to settle someday.