Professional Development Day
George Mason University, Arlington Campus
Organizing Important Personal & Business Details in Today's High-Tech World
10 am - 3 pm ( Lunch included)
Join us for a workshop on modern-day legacy planning and organizing for both the individual and the business owners
These days our lives are reliant on technology. From online banking and binge watching our favorite series to electric cars and following the latest social media trends, our world today is a digital one. And as business owners, our organizing businesses wouldn't flourist without technology. We rely on it to host our websites, communicate with clients, track our financials and so much more.
Have you given any thought to what happens to all your "stuff" when (as my dad would say) you get hit by the ice cream truck? And what about your organizing business? In this workshop you'll learn why it's vital to consider organizing your important life details and how technology has the power to make things more challenging for our loved ones. You'll also discover what additional considerations business owners need to think about when it comes to succession planning. This workshop is designed to be highly interactive, so be sure to bring your thirst for knowledge and your devices (phone and laptop).
After attending this workshop, participants will:
- Understand the complexities associated with modern-day estates and businesses
- Learn what are digital assets and how the law treats them when someone passes or becomes incapacitated
- Explore ways how the information learned can be applied to organizing clients
- Discover the additional considerations business owners need to take into account when it comes to succession planning
Kate Hufnagel is the Founder and CEO of The Digital Wrangler. As a business succession and estate organizer, speaker and coach, she helps individuals and small business owners to do the important work that nobody likes to talk about. Kate had a mind-blowing 25-year career in big tech and founded her first business in 2014. Today, she puts all her high-tech know-how and experience to work to make things easier for those left behind when the inevitable, or unthinkable, happens.
Kate loves educating individuals and business owners on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She’s been a guest on a variety of podcasts, including some hosted by financial advisors, modern moms and fellow organizers.Kate regularly speaks to small business owners and solopreneurs on the importance of organizing business succession information in our high-tech world. In 2023, she spoke at the Women's Take Action Conference and the Life+BizCon Summit, both in Denver, CO, and she also presented at the National Association of Personal Financial Advisors Fall Conference in Louisville, KY.
Venue: This event will be held in person at George Mason University’s Arlington Campus (Mason Square), Room 111, 3351 Fairfax Drive, Arlington VA 22201. The building is easily accessible via Metro’s Orange Line (Virginia Square-GMU).
Parking: There is paid parking available at the campus.
Registration (includes lunch):
$30 for NAPO WDC Members
$40 for Guests
