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Santa Fe Chapter Event

All Attendees:FREE
Register for this Event

Monthly Meeting - Who Gets the Pearls?

Monday, July 23, 2018
5:45 -7:30 pm
Location: Montezuma Lodge, 431 Paseo de Peralta, Santa Fe
Contact: Ellen Wetzel

Get Your Financial Life in Order Before you Die ....
So You Can Live Now!

Peace of mind comes when you know what decisions you need to make – financially and personally – to protect you and your loved ones at every transition point in your life. In this program you will learn:
  • How to get the necessary clarity to understand what you want as opposed to what you think society says you should do. 
  • Who to name to step into your shoes to make the necessary arrangements when you are no longer able to. 
  • What information you need to write down so your trusted individuals have a road map to use while they make the hundreds of decisions that need to be made to protect your financial and personal life.   
Get your financial life in order before your death so that you can live now!

After 35 years in the Personal Trust world, Ann Christensen realized she was not a good corporate employee. Five years ago, more concerned about what was right for her clients than what was right for her employer, she started Christensen Consulting to provide a common-sense approach to financial and personal oversight, and to help clients as they transition through life.

$5 donation requested at the door.
Open to TTN members and non-members.
Bring a guest!