This free, informative event, "Organizing your Financial and Legal Life Affairs" takes place on Monday, June 9, from 6:00 PM to 7:00 PM at the Paramus Public Library, located at 116 East Century Road, Paramus, NJ.
Is your financial life organized in a way that someone else could easily step in if needed? Whether it’s a trusted family member or a Daily Money Manager, preparing now can make all the difference later.
This seminar offers practical strategies to streamline your financial operations—making it clear and manageable for someone to take over if the time comes. You’ll learn how to organize bill payments, provide access to key accounts, monitor finances, maintain clear records, and prevent fraud.
We’ll also cover essential legal documents like wills, powers of attorney, living wills, and HIPAA releases—tools that provide peace of mind and ensure your wishes are followed.
Take steps today to simplify tomorrow—for yourself and those who may need to help you in the future.
Program presenters: Victoria Schrager, Tender and Timely Daily Money Management, and Steven Katz Esq., Estate Planning Law Group
Steven Katz is the founder and managing attorney of the Estate Planning Law Group, a New York and New Jersey law practice focused on lifecycle planning and trust and estates administration. Beyond Wills and Trusts, Steven’s passion lies in harnessing Medicaid planning as a powerful tool for wealth preservation, ensuring families’ hard-earned assets are safeguarded for the next generation. Unique to his role as an attorney, Steven’s professional background includes a decade of entrepreneurial business ownership, which he credits for his strong appreciation of trust building, negotiation, and multifaceted problem solving in a service-oriented, client-focused context.
Victoria Schrager is a Certified Daily Money Manager helping people with Day-to-Day financial organizing and bill paying. She takes away the anxiety many of us have around these tasks and keeps things running smoothly. Never pay another late fee!
To RSVP to this event:
https://www.acapcommunity.org/event/the-importance-of-being-socially-engaged-and-active-3/
Also check out other Workshops in Paramus.
