It’s Financial Awareness Month

Did you know that there is a shortage of estate plans? Over 120 million Americans do not have an up-to-date estate plan to protect themselves and their families; that’s about ½ your friends and neighbors, half your employees and business associates, or about 200,000 adults within Sonoma County, making estate planning one of the most overlooked areas of sound personal financial management?

Financial and estate planning is not just for the wealthy it’s important for everyone. With advance planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child, long-term care needs, distribution of retirement assets, and charity gifts, bequests, and legacies can all be handled with sensitivity, care, and at a reasonable cost.

To help further address this huge social challenge we are working with our strategic partners at The Financial Awareness Foundation, and many other concerned individuals and organizations to help improve financial awareness and financial literacy by promoting the 6th anniversary National Estate Planning Awareness Week, October 20 – 26th.

To help protect you and your family here’s a link to a very important article on putting together your estate plan by The Financial Awareness Foundation

Additionally throughout National Estate Planning Awareness Week there are many local estate and financial seminars and workshops planned including several free national public webinars for the general public and financial service professionals. Once you register you can attend these presentation live or access them at your leisure (on demand) on your preferred digital device.

Free Public Estate & Financial Planning Webinars for the General Public

Monday October 20, 10:00 am -11:00 a.m. PT

Year-End Financial and Estate Planning Strategies in Plain English

Brought to you by 360 Degrees of Financial Literacy and the AICPA PFP Division

To Register click here to go to this url


 Monday October 20, at 12:00 pm to 1:00 pm PT Basic Estate Planning in Twelve Steps Brought to you by the NAEPC Education Foundation  To Register click here


Wednesday October 22, at 8:30 am to 9:30 am ~ “Building Blocks to Successful Estate Planning” – An Estate Planning Primer & Refresher All attendees will be give a free gift copy of Your Estate Planning Organizer™ Brought to you by the American Endowment Foundation and The Financial Awareness Foundation.

To Register click here to go to this url


For Financial Service Professionals ~ Tuesday October 21, at 10:00 am – 11:45 am PT (1-2:45 pm ET)How CPAs can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

To Register Click here

The 3rd week in October is National Estate Planning Week and the perfect time to review and make sure your estate plans are up to date. Here’s an important checklist of estate planning mistakes to avoid.



Please feel free to share this important message to your family, friends, and colleagues.

For business owners we are getting ready to launch a new and exciting program called the Financially Green Organization Certification Program™ that can bring this type of content and programs for improving financial awareness and financial literacy to your employees.

 Good luck with your estate and financial planning and Happy National Estate Planning Awareness Week!

Wishing you all the very best,

Mitch White

Northbay Resource Group