Preparing clients for emergencies requires more than documents. It requires a system. In this session, Financial Educator Steuer and Financial Planner Maria Burns will walk through how to build a financial readiness framework that helps clients stay organized, clarify roles, and make informed decisions when it matters most. Advisors will gain practical ways to integrate “in case of emergency” planning into their ongoing client process.
For close to 40 years, Tony's worked at the intersection of insurance, consumer advocacy, and financial education. Tony has seen how easily people can be pressured into decisions before they have clarity. That’s why I believe the best defense is asking better questions. His work helps people and professionals become financially ready before life happens, so they can think clearly, make confident, values-aligned decisions, and help others do the same.
MARIE BURNS, CFP® has been advocating for clients’ financial health for over 20 years. Marie has a Phoenix-based independent advisory practice where she offers financial planning and wealth management. She is a volunteer ambassador and board member for The Financial Awareness Foundation, a member of the Financial Planning Association, a board member for the Senior Advocacy Group of Ahwatukee, author of a financial checklist book series, and podcast host of Mind, Money, Motion.