Family Love Letter
Andrew Senfield, CFP® , Advisor Consultant, Vice President - Neuberger Berman
Robert Coloret, CFP®, CRPC®, ADPA®
The presentation will focus on these areas:
· What is the “Family Love Letter”?
· How did it get started?· Why is it important to you?
Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.