Kim Selby

Observing the “It’s Your Money” and “It’s Your Estate” series unfold over the past several weeks, has helped me to understand your deep commitment to educate the public about:

how to work best with financial services professionals; the need to engage legal professionals to avoid conservatorship and probate; and for those of means, to introduce strategies that serve multiple constituencies -one’s family –one’s community- and oneself.

Pete, your programs fortify the participant to face the financial and life issues that many people would rather ignore.

Thank you for all of your efforts to bring these two programs to the community and thanks to your sponsors who help fill the seats in the room with eager and engaged learners.

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