Presenter: Kimberly Curtis CFP, CLU, ChFC, CAP, AEP, MSFS, Wealth Legacy Institute
In this video, Ms Curtis will discuss:
- Strategies to make ends meet
- Cost-cutting
- Borrowing money
- Earn additional income
- Debt, especially from medical expenses; setting up a payment plan
- Creating a spending plan/budgeting
- Financial Security, health savings, refinancing
- Estate Planning
- Next Steps
This video is a recording of the workshop conducted at the 2018 Celebrating a Second Chance at Life Survivorship Symposium. It is a 40-minute presentation followed by a 10-minute question and answer session.
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