The Wake-Up Call: Why Most Families Aren’t Ready
Most families are unprepared, not from a lack of caring, but because no one has shown them what needs to be in place before something happens.
In this first session of the Family Preparedness Webinar Series, Jennifer Kirby and Frank Granizo of Talisman Wealth Advisors are joined by Rocco Seminerio to help you take a closer look at your family’s financial and estate preparedness.
Together, they’ll walk through the key transition stages families face and help you identify where your family stands today. You’ll learn what can happen legally at each stage, which estate documents you should have in place, and why a Letter of Instruction can be an important part of making sure your family knows what to do when the unexpected happens.
In this webinar, you’ll learn:
- The four family transition stages and how to identify where your family is now
- What can happen legally as your family moves through these transitions
- Which estate documents may be missing and why they matter
- What a Letter of Instruction is and how it can help your family prepare
- Practical steps you can begin taking now, before a crisis forces you to act
You’ll also receive tools to help you put what you learn into action, including the Family Financial Transition Map and Estate Document Checklist.
Don’t wait for a family emergency to find out what’s missing. Join us and start getting prepared now.