Broker Check

Love Letters

| March 02, 2017
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Aging and death are taboo topics, second to discussing politics over holiday dinners. Discussions rarely take place; do your loved ones know your plans to either or both topics? Do you even know your spouse’s wishes? As a child to a baby boomer or older relative, do you dread the emotional fatigue and family confusion dealing with a loved one’s incapacity or death?

Often times we approach aging and death from a negative perspective, akin to wishing bad luck upon one’s self. Could we change this paradigm, could we view it as writing a love letter, one where we engender a more perfect union between the loving and the beloved.

We want to engage you to write a love letter this year. Consider what it means to live life with dignity or how you will leave a legacy. Our personal financial planning practice will provide you multiple opportunities to address later-life concerns from a positive and proactive place. Please view our February 16, 2017 video of critical conversations in later-life planning. Moderator is Jacques Bolivar, CFP®.

Guest Speakers

Dr. Stephanie Marquet,  Hospice & Palliative Medicine

Tom Cammarano, Estate Planning

Sabrina Tseng, Estate Attorney

                                                                                                                           

Topics Covered

Concerns & Issues on Aging 

Proactive Measures to Prepare for the Unexpected 

Later-life Health Care

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial planning offered through Pharaoh Financial Group, Inc., a registered investment advisor and separate entity from LPL Financial. All companies noted herein are not affiliated with LPL Financial. The views and opinions expressed by the speakers are as of the date of the recording, are for general information only and are not intended to provide specific advice or recommendations for any individual. Any such views are subject to change at any time based upon market or other conditions and LPL Financial disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions for a specific investment product or service are based on numerous factors, may not be relied on as an indication of trading intent. Neither LPL Financial nor the speakers can be held responsible for any direct or incidental loss incurred by applying any of the information offered. All companies and speakers noted herein are not affiliated with Pharaoh Financial Group,Inc., Jacques Bolivar, or LPL Financial.

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