Tune into our February Education Series where you can re-learn the nuts and bolts of Estate Planning, but also meet Iva and learn how she can assist you and/or your loved ones when faced with a senior who may need some assistance. 

A little background...
During my first year of college, in 1999, I had a friend named Dan. Dan is one of the brightest people I have met. One day Dan spoke of creating a website where people could interact with each other, find and receive updates on their friends from throughout their lives, and develop a network of friends and family. He never acted upon the idea, and five years later, in 2004, Facebook launched. Dan's idea was essentially what Facebook became. He did not know where to go to popularize or fund his obviously lucrative idea.

I learned a valuable lesson that day: the idea is nothing without action.

Fast forward to the present. I am an estate planning attorney. I provide counsel on trusts, wills, probate, and powers of attorney. Yet, I am also asked questions about the facilities my clients' loved ones enter, whether care is provided in home, and how these facilities determine care levels and costs. And I used to have to respond with three words I hate: I don't know. Now, I respond with one word: Iva.

Iva Thelen is an extremely valuable resource to my firm and my clients. Iva is located in West Bend and is a Certified Senior Advisor who has assisted hundreds of clients in navigating the challenging and time-consuming process of locating a care facility and/or in-home care services. I am very blessed to work with Iva, as she provides the best care and service to my clients.

This Presentation is part of our FREE Education Series. View more >

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.