VBSR Webinar: Personal Financial Planning for the Unexpected
Preparing for unexpected events is a key to your financial wellness. Join VBSR and Rhonda Lathrop of Merrill Lynch for a webinar that will help prepare you and your finances for all of the curveballs life throws at us. Whether it be 911, the credit crisis, or COVID-19 – there will be another curveball throughout your lifetime, and the unexpected is not knowing what or when it will be.
We’ll talk about the importance of setting up an emergency fund, review different types of insurance, and discuss how developing an estate plan can help make sure your family knows your wishes – and can act on them – in the event of your death. We’ll also offer some suggestions on things to consider about caregiving and the loss of a spouse or family member too. We’ll also provide tools to help you develop your financial plan for the unexpected. NOTE: This webinar will focus on personal financial planning, vs. financial planning for a business.
Meet the presenter:
Rhonda P. Lathrop has been a Financial Advisor with Merrill Lynch, Bank of America since 2015. In addition to helping individuals and families with their financial matters, Rhonda works with multi-generational families and small businesses throughout New England. As an entrepreneur prior to Merrill Lynch, Rhonda was the owner of a sporting goods store, Real Sports and Round About Fro Yo. Rhonda graduated from the Carroll School of Management at Boston College with a Bachelor of Science in Business and raised her family of 5 children here locally in Southern Vermont. In her free time she enjoys hiking and skiing the Catamount Trail, volunteering at ski races and playing golf.
This webinar will be held via Zoom, and registration is required. Click here to register for this webinar.
Details on how to join the webinar at the scheduled time via your computer or by phone will be sent to you via email confirmation upon registering for this webinar.
This webinar is free for VBSR members and $20 for non-members. Join as a member here.