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Create a Family Resource File


Adult Enrichment / Career, Technology & Finance -
Fall 2022

If something happened to you, could your spouse or family step in and seamlessly manage everything until you are back on your feet? Plan for the unexpected and make sure all your important life details are organized and in one place by creating a Family Resource File. Get guidance understanding the types or categories of information to include and the specific details within each category.

 October 2022 
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Instructor

Sandra Batra


Sandra Batra worked for Marketplace by John Hancock, where she created, marketed and sold life insurance products directly to consumers. In this role, she developed experience executing and managing estate plans, and she now puts this knowledge to use creating customized life transition binders and Family Resource Files for clients.

CTF-Resource File #1

  Sandra Batra


Online
Tuesday, Oct 11
6:30 - 8:00 PM

Su
M
Tu
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Th
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Sa


Full - waiting list


$ 29.00
Per Screen
CTF-Resource File #2

  Sandra Batra


Online
Tuesday, Oct 18
6:30 - 8:00 PM

Su
M
Tu
W
Th
F
Sa


Full - waiting list


$ 29.00
Per Screen