Do you have a plan in place to protect your family, your assets, and your legacy? If planning for the unexpected seems all too overwhelming, you are not alone.

Planning for the future isn’t just about assets and legal documents—it’s about passing on values, memories, and meaningful stories. Join us for the Family Love Letter, a unique estate planning seminar that takes a storytelling approach to creating a roadmap for your family’s future.

This virtual event will guide you through a heartfelt process designed to not only gather essential information to be used in times of confusion, but also to open up important conversations with the next generation about your hopes, desires, and values. The Family Love Letter is more than just an estate plan; it’s a cherished gift of stories and guidance in times of incapacity or loss.

The Family Love Letter seminar offers a compassionate and personalized approach to estate planning. By attending, you’ll learn how to:

• Create a “roadmap” for your family by documenting essential information and wishes.
• Use storytelling techniques to share your experiences, beliefs, and family history.
• Pass on a legacy of love, hope, and desire to guide the next generation through life’s challenges.
• Give a gift of time and information during time of turmoil that often been riddled with inadvertent mistakes.

Speakers:
Cathy Agle (WG ’03) – Financial Advisor, Nesser|Sheft Group, Merrill Lynch Wealth Management
Cheri Brooks – Managing Director, Head of Neuberger Berman Advisor Institute

When:
Thursday, November 21, 2024
7:00 PM ET – 8:00 PM ET

Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0

Family Resource Group:
If you are interested in learning more about the Wharton Club of NY Family Resource Group and missed the opt-in email, it’s not too late. Click HERE to opt-in to Family Resource Group and learn more.

Virtual Access Information:
Registered guests will receive the Zoom link 24 hours prior to (and the morning of) the event date to the email address provided during registration. If you do not receive the Zoom link within this timeframe, please first check your spam folder to check receipt. If you are registered and are unable to locate the meeting link, please contact Gabriela Sanchez no later than 9:00 AM ET on event date to ensure we have ample time to assist you.