What if…Part 2
This week join Alyssa McNamara Reed and her guest Gwen W. Morgan, author of the “What if… Workbook. for a discussion about organizing your affairs in the event of your passing.
Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
Gwen W. Morgan, author of the "What if... Workbook," has been involved with the elderly and hospice for a number of years, thus seeing the importance of being organized about personal affairs. She has personally experienced the positive and negative effects of good or bad planning.
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com
To find Gwen W. Morgan’s book, see the following link:
https://www.amazon.com/What-Workbook-Give-Preparedness-Loved/dp/1502583887/ref=sr_1_1?crid=3KOOQVQC6KJAH&keywords=what+if+workbook&qid=1571685256&sprefix=what+if+work%2Caps%2C160&sr=8-1