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Rainmakers Press Release
For Immediate Release: March 17, 2008
Contact: Jackie Hall
Phone: 317-639-2631
krich@hothousepr.net


Industry Professionals Host Seniors University Series

″Putting Your House in Order – Helpful Tips Every Senior Should Know″
to be held at the Plainfield Parks and Recreation Center on April 15

INDIANAPOLIS, IN: March 17, 2008 – Local experts are presenting the first of a series titled Seniors University. The Spring 2008 Workshop, Putting Your House in Order – Helpful Tips Every Senior Should Know, will be held at the Plainfield Parks and Recreation Center on April 15, 2008, from 9:00 to 11:00 a.m.

Sponsored by Flanner & Buchanan, My Will Power, LLC, Hartman Inventory, LLC and Wachovia Securities, the topics presented will include:

 h Planning your funeral arrangements

 h Organizing your personal documents

 h Recording your personal property

 h Assessing your financial portfolio

Moderated by Carlotta Katra, President of Aging Avenues, the casual but informative panel discussion will guide seniors and their adult children through this difficult maze of comprehensive life planning.

About the presenters:
Barb Milton, Vice President of Buchanan Group, Inc., is a nationally recognized speaker on final expense planning. She is a Certified Celebrant, Cremationist and Cemeterian. Her holistic approach provides a relaxed open forum for strategizing and organizing a family’s end of life decisions.

Val Steffen, Partner, My Will Power, LLC. Ms. Steffen will share her experiences as an Executor and give useful information about how you can empower your representative to act on your behalf after a catastrophic event.

Cindy Hartman, President of Hartman Inventory, LLC, an established leader in the field of asset documentation, will give tips on how to create your personal property inventory. This information assists with financial and estate planning, plus maximizing insurance claims in the event of a disaster.

LaTisha Egenolf, Financial Advisor with Wachovia Securities, is a Chartered Retirement Planning Counselor® professional, or CRPC®. She helps with financial needs both before and during retirement. She provides objective advice that focuses on your unique goals. (Chartered Retirement Planning Counselor® and CRPC® are registered service marks of the College for Financial Planning.)

Carlotta Katra, President of Aging Avenues, is a well known leader in the senior industry, having worked in Assisted Living and Nursing Homes for many years. AgingAvenues.com provides seniors and their families the answers they need to plan for their future.

To reserve a seat, call 317-639-2631. Admission is free; walk-ins are welcome. Doors open at 8:45 a.m.
 

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