Join us for a workshop on

Talking with Family over the Holidays

Tips for Having Difficult Conversations with your Family over the Holidays

Thursday, December 14, at 3pm

@ CoLab Santa Rosa
427 Mendocino Ave, Suite 100
Santa Rosa, CA 95401

Having your family together for the holidays makes it a great time to talk about money, inheritance, or creating a plan for your whole family’s wealth. ?? But asking your relatives how they want their assets handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. ?

Keep your family from feeling blindsided by the conversation, by learning how and when to talk to them, what to talk about, and how to take the conversation from conversational to creating a plan.

We can help guide and support you in having these intimate discussions with your loved ones. When done right, planning can put your life and relationships into a much clearer focus and offer peace of mind knowing that the people you love most will be protected and provided for no matter what. Contact us today to learn more or if you have questions. We look forward to seeing you there!

The workshop free, but space is limited, so be sure to save
yourself a seat using the button below!