Cellar 626
Your digital footprint is bigger than you may think. Bank accounts, online subscriptions, family photos, airline miles, hotel rewards, gift cards, and social media profiles all have value and require planning. Join us to discover practical steps for organizing your digital assets and creating a plan that helps loved ones manage your online affairs when the time comes.
This event is hosted by Northwest Wealth Management, LLC, featuring Wealth Advisor Joni Kellen, who will guide attendees through smart strategies and clear explanations designed to support confident retirement planning.
Most estate plans overlook your digital life creating risk for families and business owners.
In this session you'll learn:
Secure your digital legacy and ensure it's accessible when it matters most.
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Joni Kellen, CFP®Wealth Advisor 100 S 16th Str | Shawn SmithManaging Attorney The Smith Law Firm, PC |
Space is limited. Please RSVP to Joni by Wednesday, September 16.
Advisors represent Northwest Wealth Management, a registered investment advisor and affiliate of Northwest Bank. Not FDIC insured. No bank guarantee. May lose value. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.