Now that taxes are done, it’s time to get down to other nitty-gritty:
This lunch and learn will be nourishing and will ask you take actions on your behalf.
Do you know where your important life documents are? Are they current and easily accessible?
Will a loved one or trusted advisor know where to find them and follow your instructions when an unalterable life event occurs?
Now is the time to get your affairs in order, regardless of your age or circumstance.
Please come with your questions, your solutions, your stories, your sense of humor, and your lunch.
Bring something to eat.
Bring your sense of humor.
Bring an item or two that you know needs another home (recycle/regift/ donate/trash), but that you’re having trouble letting go of. “But maybe I’ll need it someday.” Be ruthless.
In order to bring some sense of calm into my chaotic teenage years, I became a neatnik. In my bedroom, there was order, sanctuary. Then many years later, I had to make sense of my mother’s chaotic house. I loved the work, albeit emotionally taxing because it was family.
And so it continues these decades later. Obsessive and minimalist, I am not; yet, all/most things/items/papers do have homes. I can think clearly, objectively, non-judgmentally, This is what I bring to clients: I can see through your stuff.
I look forward to lunching and learning with you.