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Financial Access Checklist
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Financial Access Checklist

Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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  • On-Demand Recording

Family Dynamics & Wealth Transfer: Facilitating Open Communication

August 28, 2024
Family Dynamics & Wealth Transfer: Facilitating Open Communication

Creating a lasting legacy for your family is an ideal many strive for, but how do you prepare your loved ones? This presentation will equip you with proven strategies and real-life examples to kickstart these crucial dialogues, help you explain the nuances of asset distribution (who gets what), and provide insights on achieving financial balance between spouses. Join Adriane Washburn and Missy Jackson of Lutz and Lisa Strutzel of LAF Family Wealth Advisors as they share tips for effective communication and steps to navigate the complexities of wealth transfer with confidence and clarity. 

 KEY TAKEAWAYS: 

  • Initiating Crucial Conversations 
  • Effective Communication Tips 
  • Navigating Asset Distribution 
  • Wealth Transfer Strategies 

 

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WOMEN'S FINANCIAL LITERACY SERIES Are you confident that your insurance policies provide enough coverage to support your loved ones? Join ...
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Reviewing your financial assets, day-to-day activity, and security practices should be done continually, especially with constant ...
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