"Grab and Go!!" Organizing Important Documents, presented by Catherine Valega CFP

Are you and your loved ones prepared for an emergency?  Have you organized your important documents in one secure, accessible place?  By planning ahead, you can protect yourself and alleviate potential confusion, fear and loss due to emergencies or life events.

Catherine Valega of Green Bridge Wealth Management LLC has spoken at various Savvy Senior Symposia about this issue and has prepared a guide to help you gather all your important information in one place--in effect creating your own "grab and go" to be used in an emergency, or simply to organize your important information and documents in one place.

The Council on Aging and the Education Committee of the Winchester Seniors Association is bringing Catherine back to share her expertise with us once again,  (or for the first time if you missed an earlier presentation). Her "Grab and Go" Binder will be available at this talk for you to take-home and use.

About the speaker:  Catherine Valega is a Certified Financial Planner Professional (CFP) and a Chartered Alternative Investment Analyst (CAIA).  She is a Registered Insurance Representative, and is Series 7, and 66 registered with LPL Financial LLC.  She has over 20 years of experience in the financial services industry, having worked for Lehman Brothers, Smith Barney, Credit Suisse, and Pioneer Investments.  Catherine graduated from the University of Pennsylvania with a BA in Economics.  She obtained her Master's degree from the Johns Hopkins Nitze School of Advanced International Studies (SAIS).

This program is supported by a grant from the John and Mary Murphy Educational Foundation.  (Coffee and cookies will be available at 10:00 a.m.)