Homeowners, small-business owners, farmers and consumers looking to get a better grasp on their financial bottom line can get tips March 27 in a free webinar offered by experts from the Income Tax School Program of Ohio State University Extension.
“Getting Your Financial Affairs in Order” can help participants learn how to develop a year-end balance sheet, said Chris Bruynis, an OSU Extension educator.
“The webinar teaches participants how to examine their assets and liabilities in order to get a better handle on their finances and get a jump-start on their estate plans,” Bruynis said. “Taking the time to organize your financial matters not only helps offer peace of mind, but it can also help you save hundreds of dollars as you plan and develop your succession, retirement and estate plans.
“One of the goals is to help participants get their financial affairs in order so that they can concentrate on their families, careers and ‘bucket list.’”
In addition to helping participants develop a balance sheet portfolio, the program will show them how to write letters of instructions to their heirs regarding financial matters, and consolidate financial and personal information, including real property, savings and investment accounts and legal documents, into one document.
OSU Extension educators David Marrison and Bruynis will present the webinar.
The webinar will run from 7-9 p.m. and can be viewed online at http://carmenconnect.osu.edu/ohioagmanager . No advance registration is required.
For more information, contact Bruynis at firstname.lastname@example.org or 740-702-3200.