Description
Share your love with your family this Valentine’s Day by giving them the gift of planning and preparing for the inevitable.
Preparing for the inevitable is a tough discussion many people find difficult to have, especially with those closest to them. The Share Your Love Family Discussion GuideSM helps initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests. It’s more than a simple list of instructions; it covers many topics such as where to find important documents and key contacts; who should care for loved ones and minors; and who will handle decision-making if you become incapacitated.
Planning now will put your mind at ease and lessen burdens down the road for your loved ones. It will help your executor(s) and beneficiary(ies) avoid added stress and pain by giving them detailed directions for distributing your assets, thus minimizing any possible conflicts. During this webinar, we outline a short list of documents and tasks your loved ones will need to carry out your wishes.
If you have questions about the event, please contact us at cbfinancialservices@ceterais.com.
Date and Time
Thu, Feb 11, 2021
11:00a - 12:00p PST
Location
Virtual Event via Microsoft Teams Webinar
Note
Click the green "Register" link above to enter your contact information to RSVP for the event. You will receive additional instructions in your confirmation email; please follow the instructions to ensure you will be able to participate in the event.