Bright Future Webinar - The Family Love Letter

The Family Love Letter - A Gift For The Ones You Love: A Sound Financial Future.

The Family Love Letter is a roadmap which employs a "storytelling" process to gathering pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur in times of turmoil. Dealing with the death or the disability of a loved one is stressful enough, but not knowing what to do with the deceased's finances in the aftermath poses an additonal burden on a family. This is a very important webinar to open your mind to hearing and to pave a path for you to deepen your relationship with your entire family.

 Discussion: 

 A Gift For The Ones You Love: A Sound Financial Future - The Family Love Letter
Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter® can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.

Please join us and our guest speaker from Neuberger Berman for a discussion on how to give this “gift” to your family. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.

And who is Karen R. Drancik?

Ms. Drancik has over 20 years of experience in investment product sales and advisory capacities. She came to Neuberger Berman in 2006 from Evergreen Investments where she was a regional sales vice president responsible for alternative investments. Her prior experience includes portfolio management for private banking clients at Wells Fargo and Bank of America. She is a Senior Consultant with NBAI providing advisors business-building tools and insights to grow their practices, deepen relationships and retain clients. She is a graduate of the University of North Carolina at Chapel Hill and is an ardent supporter and volunteer for the American Cancer Society.  

It all starts with a conversation... And Leads to a Plan.