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CSi Financial Wellness Workshop: Financial Planning through the Generations
This webinar will focus on important topics regarding relationships and finances such as preparing for the change in primary decision makers, ways to encourage transparency of finances with those we trust, considering complex family dynamics, expanding financial conversations as you or your loved ones age, and proactive planning for your aging loved ones and your becoming of age loved ones as well as yourself.

Mar 7, 2023 12:00 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Bri Ikerd.