Aug 30, 2024
Take a moment, step back, and ask how do I want to be remembered?
While most of us don’t wish to contemplate our own death, doing
the
necessary estate and financial planning and having the appropriate
family conversations
can mean a lot more than simply leaving a financial legacy for your
family. Chris Boyd
and Jeff Perry share experiences and client stories that
demonstrate why having your
affairs in order is a wonderful gift to leave behind.
The discussion includes wills, trusts,health care proxies,
powers of attorney, and other related documents. Chris mentions the
George Kinder “3 Questions”. Chris and Jeff also remind
listeners of the upcoming online seminar about college planning on
September 24th (see link below).
To register for our College Planning Webinar, click the link
below:
https://attendee.gotowebinar.com/register/3777108755579750751
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr