Instructor: Denise Paquin, Assistant Vice President at Merrill Lynch Wealth Management
Date/Time: Monday, November 8, 3-4pm
Cost/Registration: $5. You must register by November 5th at 12pm. GoodLife will email you the Zoom link a day or two before the class.
***Registrations made online will be for live classes via Zoom! To register for in-person attendance, you MUST call 603-228-6630.***
Dealing with the death or disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes additional burden on a family. The Family Love Letter is an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. It is a roadmap that employs a “storytelling” process to father pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur during times of turmoil.