Lutz Webinar: The Financial Access Checklist: Protecting What Matters Most

Life can change in an instant, and when it does, having access to financial information can make all the difference. Whether it is the loss of a spouse, a divorce, or a sudden health crisis, too many families and business partners find themselves unprepared. In this webinar, Lutz experts Mark Duren, Erin Baas, and Justin Vossen will share the Lutz Financial Access Checklist, a tool we developed to help you organize critical documents, accounts, and conversations in one place. You will learn how to use it to start important discussions, reduce uncertainty, and give your loved ones confidence in the future. 

KEY TAKEAWAYS: 

• Creating a Clear & Accessible Financial Checklist for Families & Partners 
• Knowing Which Conversations to Have Now to Prevent Stress Later 
• Identifying Essential Documents, Accounts, & Online Logins 
• Practical Steps to Stay Prepared Through Major Life Transitions 

SEMINAR LEVEL: Beginner 

WHO SHOULD ATTEND: Spouses, Partners, Business Owners, Financial Decision-Makers