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Create a Family Resource File


Adult Enrichment / Wellness & Life -
Winter 2025

If something happened to you, could your spouse or family step in and seamlessly manage everything until you were 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 on understanding the types or categories of information to include and the specific details within each category.

 February 2025 
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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.

WE-Resource 2/11

  Sandra Batra


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

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Min Age   18 yr.

Fewer than 5 spots left


Price: $ 35 00
WE-Resource 2/13

  Sandra Batra


Online
Thursday, Feb 13
10:00 - 11:30 AM

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Tu
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Sa

Min Age   18 yr.

Fewer than 5 spots left


Price: $ 35 00