Events

What to Save and What to Shred as You Age
Watch the recorded webinar from May 2019 hosted by Egan, Berger, Weiner Financial Planners here. 

ATTEND A LIVE EVENT

The following events are open to the public. Most require that you preregister.

June 18 12:00 to 2:00 PM
Ebenezer UMC 161 Embrey Mill Rd, Stafford, VA 22554

Lunch and Learn: A Simple Toolkit to Organize Your Essential Documents

A fire, flood, traveling spouse, and even a power outage can bring to your attention the amount of important information you keep in your head, on your phone, under a keyboard, or in a file cabinet. Many couples divide-and-conquer household information, and the 107 million single adults do not often consider who would step in to help if they ever needed it.

You will learn about the documents, accounts, and assets that should be organized and will leave with a step-by-step guide to collect this information. Kay Bransford, author of “MemoryBanc: Your Workbook for Organizing Life” will discuss resources such as: Which documents are important, Why your information should be organized, What to save and what to shred, When to share this information with others, and The key estate planning documents every adult should have.

There is a small fee to cover the lunch of $5. You can register here.

OTHER POPULAR PRESENTATIONS INCLUDE:

What to Save and What to Shred?
Many of us are overwhelmed with all the information we are keeping in our heads, on our phones, in file cabinets and safe deposit boxes. Learn what documents are important, how to clear out unneeded papers and when and how to share this information with loved ones. 

Caregiver Academy: From Overwhelmed to Ordered
Become a world-class advocate for your loved one. Learn the key information you will need to navigate your journey and help protect your loved one from elder abuse and fraud.

Are you Ready for the Rest of Your Life?
A fire, flood, traveling spouse, and even a power outage can bring to your attention the amount of important information you keep in your head, on your phone, under a keyboard, or in a file cabinet. Many couples divide-and-conquer household information, and many of the 107 million single adults haven’t considered who would step in to help if they ever needed it. You will learn about the documents, accounts, and assets that should be organized and will leave with a step-by-step guide to collect this information. Kay Bransford, author of “MemoryBanc: Your Workbook for Organizing Life” will discuss resources such as:  Which documents are important, Why your information should be organized,  What to save and what to shred,  When to share this information with others, and The key estate planning documents every adult should have.

If you are interested in having Kay speak, you can learn more about her topics and see some samples of her presentations.  Kay is invited to speak on a variety of subjects and recent speaking engagements include: 

– American Association of Daily Money Managers (AADMM), Maryland Chapter
– Arlington County Aging & Disability Services
– Arlington County 55+ Programs
– Arden Courts
– Asbury Methodist Village
– Brightview Senior Living
– Cherrydale United Methodist Church
– Chevy Chase Community Center
– Egan, Berger & Weiner
– Fairfax County Long Term Care Coordinating Council
– Fairfax County Positive Aging Fair
– The Fairmont
– The Fairfax at Belvoir Woods
– Gaithersburg Community Center
– Great Falls Assisted Living
– Goodwin House of Alexandria
– George Washington University
– Hartford Funds
– Insight Memory Care
– Lion’s Winter Conference
– McLean Community Center
– National Association of Professional Organizers
– National Association of Professional Women in Mortgage
– Prince William Chamber of Commerce
– Provident Presbyterian Church
– Reston Community Center
– Rockville Senior Center
– Rotary Club of Tyson’s Corner
– Vienna Women’s Luncheon
– Vienna Community Center
– Women’s Executive Lunch

If you would like to extend an invitation to Kay Bransford to speak, contact our offices at 703.436.2827.