My clients spend a lot of time preparing for retirement. They save. They invest and along the way they buy a home and maybe raise a family.  If all goes according to plan, they'll enjoy a long and healthy retirement.  Eventually, however, there will come a time when the wealth they've accumulated will pass on to their loved ones.  While no one likes to think about this, it can be a mistake to avoid legacy planning.  The reality is that there are things that can (and do) go wrong if you don't take the time to plan.  In fact, one study showed that 1/3 of older Americans have not talked with family members about later life and end of life planning and 1/3 of adult children have no idea whether their parents have financial protections in place.

This in person class is a dynamic educational opportunity that will help my clients lay a sound foundation for strategies that work for them and their personal circumstances.  After all, your legacy is about more than money.  It's about how people feel when they remember you.  It will be hard enough on your family when you pass away.  Reducing their paperwork and tax headaches can be a thoughtful parting gift.  

The presentation begins with an explanation of what is meant by the phrase "legacy planning" and why it's important.  That's followed by information that will help you understand the process of planning your legacy and the things you'll want to consider making sure your plan is right for you and your family.  Then, the speaker will conclude with some suggested next steps that will help you get the ball rolling.  

I look forward to you joining me for what should be a fun, delicious and educational event!  Complimentary drink tickets, light appetizers and a dinner buffet will be provided. RSVP today to ensure you have a seat at the table. You must RSVP by July 15th.  Seating is limited!

Source: 2018 Wells Fargo Elder Needs Survey

Investors Financial Group and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.