- This event has passed.
Estate Planning: Love Letter – How Every Family Can Prepare
October 4, 2022 @ 6:00 pm - 8:00 pmFree
Write your family a “love letter” and give them the gift of time, love and clarity. Ameriprise Financial Services, LLC, invites you to a seminar event.
Family Love Letter – How Every Family Can Prepare
Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing “what to do” if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and advisor to document your wishes using:
• The Surviving Spouse Checklist
• The Family Love Letter
• The Life Events Checklist
Karen Drancik, Senior Vice President with Neuberger Berman.
Tuesday, October 4, 2022
John & Joan Bare Center at Guthrie Memorial Library
2 Library Place, Hanover, PA 17331
Refreshments will be provided. Please RSVP by Friday, September 30th for you and a guest by calling 717-520-6124 or emailing [email protected]
Bob Massaroni, Financial Advisor with Ameriprise Financial
Ted Holder, CIMA, SVP, Advisor Consultant, Neuberger Berman
Timothy Bupp, Attorney at CGA Law Firm