At this luncheon, Richard and Keri will guide you through practical tools and insights to ensure your family and assets are protected.
Together, we’ll explore the importance of planning for the future, from selecting the right beneficiaries to understanding how life insurance can safeguard what you’ve worked hard to build.
Keri will share strategies to protect your assets, tips for writing your obituary in advance as a way to reflect on your legacy, and key guidelines for creating a financial safety net for your loved ones.
Richard, will guide you through the benefits of Legacy Vault, a secure and comprehensive digital solution designed to help you organize and safeguard your most important documents, passwords, and end-of-life wishes. This innovative online platform allows you to create a complete digital record of essential items like financial details, insurance policies, funeral plans, and more—all stored securely in one convenient location providing peace of mind by ensuring your vital information is easily accessible to your loved ones when they need it most.
No matter your age or stage in life, this session will provide actionable steps to help you stay prepared and give you peace of mind.
Lunch will be provided.
