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Talking to Your Parents
About Their Finances

As your parents age, are you prepared to help them?

Avoid costly mistakes - Join us for this Virtual Empowerment Event

If you can't attend the session live, we recommend you still register so you will be able to view the recording when it is available!

As your parents age, are you fully prepared for their future?
Can you answer ALL the questions below? 
If you are not sure, you need to attend this webinar.
Let me help you avoid costly mistakes.

  • Do your parents have a financial plan for their income needs?

  • ​​​​​​Do you know if they have any life insurance policies?

  • When they can no longer take care of themselves, what's your plan?

  • Do your parents have all their important legal documents in place?

  • When one parent dies, will the other parent have enough income to maintain their current lifestyle?

  • What are your parents' funeral directives?

  • Lisa Chenet, CFF

    Lisa is a Certified Financial Fiduciary. As a Certified Financial Fiduciary, she agrees to uphold the highest moral, ethical, and fiduciary standards of service when providing advice to potential or existing clients. She is also an Investment Advisor Representative and a licensed Life, Health and Annuities Producer. Lisa is from the Caribbean. As a woman and minority, she has always felt under-represented in the financial world. Her life experiences, positive attitude, and passion for finances makes her uniquely qualified to help women empower themselves to ask questions and take ownership of their financial security.

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