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Estate Planning: Love Letter – How Every Family Can Prepare

October 4 @ 6:00 pm - 8:00 pm

Free

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

Presented by

Karen Drancik, Senior Vice President with Neuberger Berman.
Tuesday, October 4, 2022
6:00-8:00 p.m.
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 Jennifer.Schick@ampf.com

Hosted by

Bob Massaroni, Financial Advisor with Ameriprise Financial
Ted Holder, CIMA, SVP, Advisor Consultant, Neuberger Berman
Timothy Bupp, Attorney at CGA Law Firm

Details

Date:
October 4
Time:
6:00 pm - 8:00 pm
Cost:
Free
Event Category:
Event Tags:
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Venue

Guthrie Memorial Library, 2 Library Pl, Hanover, PA 17331
2 Library Place
Hanover, PA 17331 United States
+ Google Map
Phone:
(717) 632-5183
Website:
https://www.yorklibraries.org/hanover-guthrie/

Organizers

Bob Masoroni
Tim Bupp, Esq.
Ted Holder