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Family Love Letter: Estate Planning Webinar

February 24 @ 4:00 pm - 5:00 pm EST

Family Love Letter: Estate Planning Webinar

We understand that discussing and preparing for the inevitable is a challenging topic for many people. However, by proactively thinking about your desires, creating solid plans, and sharing them with loved ones, you can find comfort in knowing that your family will be well provided for in the future.

During the presentation, you’ll learn about:

  • Organizing your financial information and document
  • Outlining your wishes and desires for your family’s future
  • Communicating your plans effectively with loved ones
  • Ensuring that your family is well provided for in various scenarios

Please Join Us for this Zoom Presentation!

Presented by: Cheri Brooks, Managing Director and Head of Neuburger Berman Advisor Institute

Hosted by: ICG next
Date/Time: Monday, February 24, 2025
Zoom Link: https://zoom.us/meeting/register/dCJDo1AGQFK2aTx093zIhQ

Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC.

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