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What If You Die? A Practical Guide for Organizing Your Legacy


Adult Enrichment / Family & Finance -
Adult W-SP 25

Are your financial documents scattered, and vital information about your estate buried away? This can cause unnecessary stress and frustration for your loved ones during already difficult times. This course, built on 35 years of wealth management experience, teaches you practical steps to organize your personal and financial information, going beyond just wills and trusts. You'll learn how to ensure your family and trusted advisors have everything they need to handle end-of-life matters with confidence and ease. Leave behind a clear, accessible legacy and gain peace of mind knowing your "breadcrumbs" are in order. Perfect for adults planning for the future, adult children supporting aging parents or grandparents, caregivers, and financial professionals aiming to better serve their clients.

 May 2025 
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Instructor

Steve Finkelstein


Steve Finkelstein is a Certified Financial Planner with over 35 years of experience in the financial services industry. Throughout his distinguished career, he founded and managed three successful financial planning firms, where he guided hundreds of clients through the complexities of estate planning and financial management. With a deep understanding of financial needs and challenges faced by individuals and families, Steve is passionate about helping people ensure their legacies are well-preserved for their loved ones. Steve is excited to continue contributing to his community in new ways. He lives in Plymouth with his wife, Stacy. The couple enjoys spending time with their three adult children and grandchild, and Steve remains an avid enthusiast of outdoor activities.

AE-FFOMY-SP-02-25

  Steve Finkelstein


Educational Service Center : N10
Thursday, May 8
6:00 - 7:15 PM

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Min Age   18 yr.

$ 29.00
/person
AE-FFOMY-W-01-25

  Steve Finkelstein


Educational Service Center : Forum
Thursday, May 1
6:00 - 7:15 PM

Su
M
Tu
W
Th
F
Sa

Min Age   18 yr.

$ 29.00
/person