Presenter: Denise Petrin, Merrill Lynch
Date/Time: Thursday, April 8, 11am-12pm
Cost/Registration: $5.00. You must register by April 6th at 12pm. GoodLife will email you the Zoom link a day or two before the class.
***This will be a LIVE class via Zoom! NOT an in-person class at GoodLife.***
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 you 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.