Events

Planning for the unexpected isn’t easy, but it’s one of the most meaningful gifts you can leave your loved ones. By making thoughtful plans now, you can reduce stress and confusion for those you care about most, allowing them to have clear guidance during difficult times.

Join us for this 45-minute webinar where we will focus on the importance of preparing a “Family Love Letter”, a practical, accessible emergency file that shares your wishes, key documents, and details for contacting your professional advisors should something happen to you.

Guest speaker, Karen Drancik, Senior Vice President and Business Development Advisor with the Neuberger Berman Advisor Institute, will guide attendees through the process of organizing and communicating your plans so your family is truly prepared for the unexpected.

We hope you’ll join us for this valuable discussion.

Guest speaker Seth Buks, Head of Advisor Consulting andDevelopment at Columbia Threadneedle Investments, will share valuable insightson how to minimize tax friction – the largest drag on investor wealth that toooften goes unaddressed.

During this session, we will answerthe following questions:

1) What is tax friction and why isit important?

2) What does it mean to have atax-aware strategy?

3) What is tax-loss harvesting andshould you use it?

4) How should you implement tax-aware investing strategies?