Provided by Whitlock Wealth Management
Whitlock Wealth is excited to host the Family Love Letter event on March 12 at Maggiano’s Little Italy in Tysons! This is the perfect legacy financial planning event to understand how to leave the legacy you want for surviving family members. Almost everyone can benefit!
The Family Love Letter is a planning tool that provides family members with the loving gift of organized and accessible information. This information enhances the legal planning and legacy documents to bring clarity, reduce stress, and minimize conflicts for family members which often follow an incapacity or death. This workshop will help give you the confidence to address the big issues in conversations within your family. You’ll feel comfortable discussing these sensitive topics with parents, spouses, siblings and children.
The event is hosted by Bennett Whitlock, CRPC® and Whitlock Wealth Management.
Karen Drancik is Senior Vice President of Business Development with Neuberger Berman. She will discuss the Family Love Letter and other pertinent topics related to legacy planning. There will be plenty of time to answer questions from attendees.
The event will be held at Maggiano’s Little Italy in Tysons Galleria (2001 International Drive, McLean) from 6:00 to 8:00 p.m. on Thursday, March 12. Space is limited, so please reserve a spot for you and a guest by emailing [email protected] or register online at whitlockwealth.com.
- This is an informational seminar. There is no cost or obligation. Dinner will be provided.
- Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.
- RiverSource is an affiliate of Ameriprise Financial.
- Ameriprise Financial Services, Inc. Member FINRA and SIPC.
- © 2019 Ameriprise Financial, Inc. All rights reserved.