Organizing Personal and Business Details in Today's High-Tech World presented by Kate Hufnagel, the Digital Wrangler

Workshop Description

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 businesses wouldn’t flourish 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 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 success 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

A Certificate of Participation will be provided to all registrants who fill out an evaluation form after the workshop stating the title, description, presenter name, and length of presentation. As always, it is imperative to verify with your specific certifying body for qualifying criteria for CEUs.

About Kate Hufnagel

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 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, moms and fellow organizers like Amelia Pleasant Kennedy’s A Pleasant Solution and Laurie Palau’s This Organized Life. 

Kate regularly speaks to small business owners and solopreneurs on the importance of organizing business succession information in our high-tech world. In 2023, Kate presented at the South Metro Denver Chamber’s Women in Business conference, SecondAct Women’s Biz+LifeCon and the National Association of Personal Financial Advisors’ Fall Conference in Louisville, KY. She also travels around the country facilitating workshops for small business owners.

Kate is a bonus mom of two, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.