Dollars & Sense
Advertisement
Join us for a free educational lunch on Friday, October 9 from 11:30am to 1pm with Andrew Willits of Keller Williams Realty and Barb Irvin, Founder of Nimble Numbers. Gain practical tips and insights for managing money, possessions and assets as you age.
FEATURED TOPICS INCLUDE:
• Organizing finances & important documents
• Managing passwords & account access
• Navigating home sales & transitions
• Trusts, POAs & family support
• And much more!
150 Bella Vista Drive, Madison
RSVP by 10/7 to Jackie at 608-820-1805 or email [email protected]
Learn more about our speakers:
Andrew Willits is a Wisconsin Realtor specializing in helping seniors downsize and transition homes. He serves on the Dane County Committee on Aging, is dementia certified, and actively supports his community.
Barb Irvin is the founder of Nimble Numbers, bringing extensive finance and administration experience. With an MBA, PhD, and diverse leadership background, she helps clients confidently navigate complex financial decisions.
FEATURED TOPICS INCLUDE:
• Organizing finances & important documents
• Managing passwords & account access
• Navigating home sales & transitions
• Trusts, POAs & family support
• And much more!
150 Bella Vista Drive, Madison
RSVP by 10/7 to Jackie at 608-820-1805 or email [email protected]
Learn more about our speakers:
Andrew Willits is a Wisconsin Realtor specializing in helping seniors downsize and transition homes. He serves on the Dane County Committee on Aging, is dementia certified, and actively supports his community.
Barb Irvin is the founder of Nimble Numbers, bringing extensive finance and administration experience. With an MBA, PhD, and diverse leadership background, she helps clients confidently navigate complex financial decisions.
Advertisement
Where is it happening?
Vista West, 150 Bella Vista Drive,Madison,WI,United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherVista West
