09/03/2026
I spent a lot of years responding to emergencies. One thing that career taught me is that when something unexpected happens, preparation matters.
The same is true for our finances.
Most of us have a first aid kit somewhere in the house. But if there were an illness, accident, job loss or family emergency tomorrow, would your family know where the important documents are? Who to call? What accounts exist? What needs to happen next?
That's the idea behind Financial First Aid.
On September 17, I'll be joining estate attorney Donny Knepper at The Preston of Rockville for a practical conversation about getting those pieces organized before they're needed.
Please join us and share with a friend or colleague!