Have you ever thought about how prepared your loved ones would be if something unexpected happened?
For many families, important information lives in multiple drawers, folders and online accounts, leaving a complicated paper trail for the next generation, especially during times of grief, stress and uncertainty. Even the most organized households often find that putting the full picture together can be overwhelming.
The Family Love Letter is designed to help you create clarity, reduce confusion and preserve family harmony by organizing your critical information before your family ever needs it.
Please join your host Kairos Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, for our upcoming webinar:
How Every Family Can Prepare: The Family Love Letter
Presented by Cheri Brooks, Managing Director Neuberger Berman
Thursday, May 28th@ Noon Pacific Time
What You Will Explore:
• Why essential information becomes scattered and hard to access, especially during crisis
• How to anticipate the unexpected and engage your family in meaningful planning
• The purpose and power of the Family Love Letter as a roadmap for the next generation
• How organizing your “paper trail” helps preserve relationships and provide long term security
• Key life events — from marriage and children to business changes, retirement and health transitions — that require intentional planning
• A practical approach to documenting what you have, where it is, and who to contact