Second Tuesdays: The Family Love Letter Program – Estate Planning With a Heart
Join us for the next event in our educational series on successful aging.
The Family Love Letter Program – Estate Planning With a Heart
Tuesday, June 11 at 6:00 pm
Presented by William John Marco, President of Marco Wealth Strategies
Put our knowledge on your side
Estate planning with a heart! This practical, sensitive workshop helps you face the difficult process of centralizing financial, legal and personal information so family and friends are aware of how you would like end-of-life issues handled. Attendees will learn about the Family Love Letter which helps, among other things, to organize the details of your will, financial information, passwords to your computer/online accounts and many other practical details. It can make a world of difference to you in a crisis and personal grief.
The Family Love Letter Estate Planning Workshop – At this workshop we will cover:
Estate Planning Documents
• The Importance of Powers of Attorney – Medical and General
• Details on the Contents and Use of the Family Love Letter
• Each attendee will receive a copy of the Love Letter workbook
William Marco is a Wealth Adviser and President of Marco Wealth Strategies Group, Inc., who works with clients in a comprehensive way to develop a strategy for a comfortable retirement and provide guidance for protecting their elderly parent’s resources.
Enjoy dinner on us! Join us for the conversation and dine as our guest.