Your Financial Legacy: A Family Love Letter

This Focus Study will help participants learn how to organize their personal affairs and clearly express their wishes following death. This practical tool will ease the burden on loved ones by reducing confusion and stress during this difficult time. The session will provide a step-by-step overview of the process, equipping participants with insight to complete a Family Love Letter of their own. Each participant will receive a workbook to complete at their own pace. This one-session study will be led by Patti Black, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Senior Advisor (CSA®), and will meet in the Community Room.

To register for this study and see others that we are offering this fall, click here.  

  • Start Date

  • Contact Person

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Your Financial Legacy: A Family Love Letter

This Focus Study will help participants learn how to organize their personal affairs and clearly express their wishes following death. This practical tool will ease the burden on loved ones by reducing confusion and stress during this difficult time. The session will provide a step-by-step overview of the process, equipping participants with insight to complete a Family Love Letter of their own. Each participant will receive a workbook to complete at their own pace. This one-session study will be led by Patti Black, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Senior Advisor (CSA®), and will meet in the Community Room.

To register for this study and see others that we are offering this fall, click here.  

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