07 Nov
Client-Exclusive Webinar: Share Your Love

Description

This webinar will be presented by Equitable Financial, one of our investment partners. 

We will walk through the Share Your Love Family Discussion Guide®:

The Share Your Love Family Discussion Guide® is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests. It’s more than a simple list of instructions. It covers many topics such as: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated. Download the Share Your Love Family Discussion Guide

Watch webinar replay


Date and Time

Thu, Nov 07, 2024

10:00a - 11:00a EST

Location

Webinar will be Presented on Zoom

Note

We are presenting this webinar live on Thursday, November 7th 10:00 am EST. Please register to access the Zoom presentation details. We will record the presentation and upload a replay for those who are unable to attend live.

PT1H

Event Registration

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