Life Well Organized: Leave Peace, Not a Paper Chase

Leave clarity, not chaos. This thoughtful, engaging and practical class helps you organize vital personal and financial info—passwords, investments, insurance, estate documents, key info about subscriptions, even pet details—into one simple system. Reduce stress, avoid confusion, and create peace of mind for your loved ones. A powerful act of love, done now, when it matters most. This class is ideal for adults planning for the future, adult children supporting aging parents, non-family member caregivers, and financial professionals looking to better serve their clients.

Note class location: Ridgedale YMCA, 12301 Ridgedale Dr, Minnetonka, MN 55305 (class participants do not need to be a member of the YMCA)

Steve Finkelstein

Instructor

Steve Finkelstein is a retired Certified Financial Planner with over 35 years of experience in the financial services industry. Throughout his distinguished career, he founded and managed three successful financial planning firms, where he guided hundreds of clients through the complexities of estate planning and financial management. With a deep understanding of financial needs and challenges faced by individuals and families, Steve is passionate about helping people ensure their legacies are well-preserved for their loved ones. Steve is excited to continue contributing to his community in new ways. He lives in Plymouth with his wife, Stacy. The couple enjoys spending time with their three adult children and grandchildren, and Steve remains an avid enthusiast of outdoor activities.

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