Episode 68: Prepare Now: Preserving Your Assets and Possessions

You don’t get to take it with you…

You’ve heard that before. But discussions around death- and preparing for it financially- are still strangely taboo for a lot of people. This week on CRMNEXT’s Banking on Experience, I’m joined by an expert on preserving your assets and possessions.

Kenneth Kelly is Chairman & CEO of First Independence Bank (among many other impressive titles) and author of the new book, “Prepare Before I Let Go.” And he shares some fascinating insight with our listeners.

Topics we covered include:

• Kenneth’s book: why he wrote it, what it offers
• Why he’s so passionate about this topic
• How financial institutions can help better educate and prepare people
• Misconceptions around power of attorney
• The best time to get started
• And more

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