Family Love Letter - A Gift for the Ones You Love: A Secure Financial Future 

Dealing with the death and disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes an additional burden on a family. 

The Family Love Letter is an intergenerational wealth transfer program designed to help families in a time of confusion and stress. Creating a Family Love Letter can help you with sensitive conversations with your family about preserving, protecting, and transferring the legacy you leave behind, and hopefully avoid some of the mistakes that often occur during times of turmoil. 

Please join us and our guest speaker from Neuberger Berman for dinner and a discussion on the Family Love Letter and giving this “gift” to your family. Our speaker will explain how to prepare ahead of time with smart choices using your own personalized Family Love Letter, while also preventing rash decisions and mistakes at a time of grief and confusion.

We hope you can join us for this special event, which is sure to have a lasting impact on you and your loved ones. 

Seating is limited, so please RSVP to Molly Ware at molly@syvwealth.com or 805-697-7741 by September 22, 2023.