A Gift for the Ones You Love:  A Sound Financial Future

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!