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Lifefolio

  • Tuesday, July 11, 2017, 6:00 PM - 8:00 PM

Learn how organization can help with your estate planning

Our lives are marked by special moments like graduations, weddings, births and retirement. We plan for them for months or years. But we don’t plan for our last special moment – our last day. What will happen to our families if we are suddenly not there to provide for them? It’s important to have an action plan now. Being organized is one of the keys to efficiency. But most people would find it a challenge to locate their critical documents when they needed them most. Would you?

Cornell Cooperative Extension of Steuben County is hosting Lifefolio, an educational and informational workshop presented by H&H Financial Group.

In the event that something unfortunate happened to you, and you were no longer able to act on your behalf, would your loved ones know where all your important financial, legal, and health documents are located? LifeFolio is a simple, straightforward filing system to help you identify and organize your important financial and personal documents. We teach you what you need to do, before it happens, so there is one less thing to worry about.

The H&H professionals will show you how to:

  • 1.Organize your important financial, health, and personal documents with H&H Financial’s Lifefolio Kit.
  • 2.Discover potential gaps in your estate plan, and learn how, with the right help, you can fill them.
  • 3.Review and evaluate your financial goals.
  • 4.Have a financial conversation with your family


The workshop is free, but registration is requested. Call 607-664-2300 to reserve your space.

Cornell University, Steuben County, and any related businesses, employees, and etc. with them are independent of and not affiliated with nor endorsed by H&H Financial Group or its staff, nor New York Life Insurance Company or any affiliates. This is an educational and informational sales seminar offered by H&H Financial Group at no cost. Neither H&H Financial Group, its staff nor NYLIFE Securities LLC or its agents/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal and accounting advice. H&H Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Kyle Herrington, Scott Hurlbut, Manda Lewis, Lucas Herrington, Colton Herrington and Rordon Hart are Registered Representatives of and offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency • 375 Woodcliff Drive, Fairport, NY 14450; (585) 248-6700 • Financial Advisors offering Investment Advisory Services through Eagle Strategies LLC, A Registered Investment Adviser.

Contact

Nancy Reigelsperger
Financial/Energy Education
nmr23@cornell.edu
(607) 664-2573

Location

Southeast Steuben County Library
300 Nasser Civic Center Plaza
Corning, New York 14830