Please join us for our upcoming “Family Love Letter" webinar on January 17th, 2024.
Dealing with the death or the disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes an additional burden on a family. The Family Love Letter is an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. It is a roadmap that employs a “storytelling” process to gather pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur during times of turmoil.
Feel free to invite your friends and loved ones. RSVP today to save your seat.
Date and Time
Wed, Jan 17, 2024
12:00p - 1:00p EST