When the time comes your family and loved ones will need to make decisions quickly. Will they know where to find the information they will need?
The Family Love Letter is a system, a compilation of information your family will need should something happen to you, or should you become incapacitated – information that is important but may not be included in a will or trust.
At this free workshop, John Lau, local author, Certified Financial Planner® and CPA, will walk you through the system and how it works, make recommendations, and identify shortcuts and opportunities. Attendees will receive one complimentary Family Love Letter workbook per family. Seating is limited and registration is required.
Check-in begins at 6:15pm. Register online at www.lfsfinance.com/events