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Getting Organized Before a Family Health Crisis

Thursday, May 15, 2014
12:00 PM - 1:00 PM
Location: Winnett Lounge

A Family Records Management Workshop

Teresa Kilfoyle-Nall is the owner of Family Records Management, and an expert in the field of daily money management and family records maintenance.  Her informative workshop will outline a streamlined approach to organizing all of your personal, financial, and legal records so you have everything at your fingertips in the event of a crisis.  Be sure to attend this lively brown-bag presentation which will help you and your family to be prepared for a crisis.

Key topics of discussion will include how to: 

Create a comprehensive set of personal, financial, and legal records

Incorporate this record into your existing estate plan

Avoid common mistakes, or fix them while you can

Learn the important functions of an Executor

No RSVP required. 

For more information, please phone Ext 8360 or email sfcc@caltech.edu,

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