Family Medical Planning for all Generations

 I believe that one major family illness will affect three generations. The age of the person does not matter. Learn how to proactively lessen the chances of a catastrophic medical event devastating your family before it occurs. This information is important to anyone who may be a caregiver in the future and especially prudent for business owners. The book is included in this session.

 

Send your contact information by mail to reserve your seat today or to schedule a series for your group. 

 

 

Small Business Ownership Mistakes

Learn how to put in place the tools and documents you need now to protect your business before a major medical event, disability or death occurs to you, your partner, or a key employee. Do not let your business regardless of its size today become bankrupt or shutter the facility due to a lack of planning. The book is included in this session.

 

Send your contact information by mail to reserve your seat today or to schedule a series for your group. 

                                                     Make your reservations now for my upcoming "Small 

                                                     Business Ownership Mistakes- What You Don't Know

                                                     Will Destroy Your Business" seminar hosted by SBDC

                                                     and presented by Amy Rose Herrick, ChFC.  

                                                     We will hold this class on St Croix Thursday, October 20,

                                                     2016 from 2-4 pm in the Sion Farm conference room.

                                                     The registration fee of $20 includes an EBook copy of this title. Print editions will be available for purchase.

                                                     See the flyer for more details.

 

 

 

 

 

 

 

 

Financial Literacy Classes

These highly informative classes will cover eight different financial topics in class, Q&A period, and hand out materials. As a special bonus, the series includes a print edition of the book "Family Medical Planning" where we will cover concepts and real-life situations in session #7. 

 

 #1 The 28/33/36/40 Debt Rules You Don’t Know

 

#2 Developing Credit and Good Credit Habits

 

 #3 Understanding the Impact of Account Titling and Ownership Differences

 

#4 Using Annual Income Tax Planning to Your Advantage

 

#5 Retirement Savings   options using Pre-tax, Deferred Tax & After-tax Investment Accounts

 

#6 Why do I need legal documents NOW like a Will, Power of Attorney (POA), Medical Power of Attorney, Living Will, or a trust?

 

 #7 “Family Medical Planning” for Every Generation (book included)

 

#8 Life, Disability, Health, Air Ambulance & Long Term Care Insurance Overview

 

 

Send your contact information by mail to reserve your seat today or to schedule a series for your group. 

 

 

 

 

Protecting My Identity From Theft Educational Seminar

Identity theft of your financial and medical resources is on increasing costing consumers billions of dollars a year. Learn some simple tools to help lessen your chances of this personal crime occurring to you.

 

Send your contact information by mail to reserve your seat today or to schedule a series for your group. 

 

 

 

 

 

 

More Educational Opportunities Coming soon!