Taking Care of Business: A Roadmap
Recorded 11/10/21
Phyllis McLaurin, author of Taking Care of Business: A Roadmap for Those Who Will Some Day Take Care of You, talks with President Chris Spencer about the importance of documenting and sharing information concerning our personal lives, when we are no longer able to care for ourselves.
Phyllis is a retired financial advisor/market manager who spent 42 years in banking. She has guided many clients over the years, helping them address and manage their assets and financial future. She is a member of First United Methodist Church of Baton Rouge.
Click on the image at right to watch the webinar.