The Financial Forum welcomes Ryan White, CEO and Co-Founder of Your Digital Vault, at 3 PM on August 26th in the Fireside Room at Gateway Clubhouse for a presentation on how to organize, protect, and pass on your financial information with confidence. With a background in business, construction, and healthcare operations, Ryan brings a unique, real-world perspective to the intersection of financial planning and digital preparedness. Even the most financially savvy individuals often lack a system for storing and sharing their essential financial information.
During this session, he'll walk attendees through common pitfalls, real-life examples, and actionable steps you can take now to:
- Consolidate your key financial records
- Ensure the right people have access at the right time
- Protect your estate, savings, and retirement accounts
- Prevent confusion, delays, or missed assets during emergencies
The Financial Forum is a 501(c)(3) whose mission is to educate its members in all matters of finance, including estate planning, wealth management, insurance, real estate, elder abuse, fraud, and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be available.
To register for the event, please click the Register button. For more information on the speaker or to become a member, please contact Joe Hoffman at 925-954-7912.
