You have worked hard to save for your financial security. You now want to turn your attention to legacy planning for your family. You are excited about the process. However, if you are not aware of some of the legacy planning landmines, your good-willed planning could create family conflict. In this video, we discuss areas of potential conflict and strategies for avoiding these problem areas.
If you are within five years of retirement or already retired, visit our website to find out how you can get your complimentary retirement plan and a second opinion on your current plan. Here's the link,
https://www.humphrieswealthgroup.com/
Family Meetings video
https://youtu.be/sql8MfE5cB4
Access our complimentary Retirement planning Resource Bundle. Click the following link to learn more,
https://exciting-trailblazer-1136.ck.page/6f398a5930
Shaun Humphries B.Admin
Senior Financial Planning Advisor
Assante Capital Management Ltd.