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Financial Planning
Start Date/Time: Thursday, May 26, 2022 1:00 PM
End Date/Time: Thursday, May 26, 2022 2:00 PM
Recurring Event: One time event
Category:
Finance
Location: Wm B Cashin Senior Activity Center
Description:

Writing a Family Love Letter

Thursday May 26th 1:00pm

FREE- A Family Love Letter is an unofficial document to record your finances, intentions and history for the benefit of your family and possible trustees, attorneys or other trusted advisors. In this presentation we will learn the advantages of being prepared with a caring gesture that is helpful to your loved ones. Presented by Denise Petrin, a registered and fully Insured licensed professional. Denise has over 26 years’ experience in the Financial Services Industries.