The Family Love Letter provides a convenient manner to communicate the important information needed in case of incapacitation or death to family members. It also allows individuals to memorialize clear instructions as to how assets, benefits, final wishes and intents are to be carried out. The Family Love Letter is not a legal document or substitute for estate planning, but it can function as a supplement to any good planning and a source of great comfort to loved ones in a time of stress and confusion.

Speaker:

Cheri Brooks
Senior Vice President, Neuberger Berman Advisor Institute

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected