Clarity4Action Presents a Free Virtual Series
Inspiring speakers explore the transformative power of living life each day from your values
Welcome to Day 2 of Thriving Daily
Donna Kendrick
Financial Planner and Author
Replay runs till the 31st at midnight PST.
Planning Financially for Life Transitions
about the speaker
Donna Kendrick
Financial Planner and Author
Donna Kendrick is from Philadelphia, PA, and the daughter of a Philly firefighter. She is the owner of Sephton Financial where she works as a financial professional helping families in transition. Her practice was created as a result of her own journey into widowhood at the age of 40.
Her practice was created for the person whose tomorrow is very different from their today, whether it be through widowhood, divorce, blended families or a career change. She is the host of the Widow, Wisdom and Wealth podcast and author of, “A Guide to Widowhood: Navigating the First Three Years”, an Amazon Best Seller.
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Personal Document Locator
A downloadable PDF to help orgaize your private information and financial credentials. From where do you find the keys to the safe deposit box, to log in information for your online account, this guide will help create a roadmap of where your essential information is located.
Complete and update the Personal Document Locator annually and keep it with your estate documents.
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