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Community Education Webinars 2024

Our Community Education programs facilitate constructive conversations in the community about loss, grief and other end-of-life issues. 

Thank you to our Community Education Funding Partner

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For information on Community Education, please contact

Leigh Bluestein, leighb@caringmatters.org or 301-990-7927

Prepare for the Inevitable: 
Financial Planning to Prepare for the Death of a Family Member

Thursday, January 11, 2024

Presented in partnership with

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The loss of a spouse or family member can be overwhelming. In addition to the grieving process, the surviving family must take steps to put financial affairs in order. One of the best gifts you can give your loved ones is organizing your financial affairs ahead of time. Whether you are preparing to help aging parents, or a senior citizen, this two-part webinar will show you what you’ll need and how to organize yourself to make things easier for your family.  

 

Part 1
Presenter Tamara Haskins, CPA and Financial Service Professional with New York Life, shares an overview of what needs to be done in the case of a death or disabling condition in a family. Ms. Haskins reviews steps to be taken (and in what order), documents you’ll need, and how to talk with family members ahead of time to prevent issues later.  Tools and resources are shared. 

Prepare for the Inevitable: 
Financial Planning to Prepare for the Death of a Family Member

Part 2: Organizing Your Personal Information

Thursday, January 25, 2024

Part 2

CaringMatters Board Member Sue DeGraba provides a hands-on approach to getting your financial paperwork and other important information organized. Helpful tips and resources, like the Gaithersburg Financial Empowerment Center, are presented. 

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