Broker Check
01 Nov
Share Your Love Event - November 1

Description

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love Family Discussion Guide® is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.

 

During this seminar, we will dive into various topics that are crucial for future planning. Some key areas that will be covered include:

 

  1. Important Documents: Discover where to find essential documents such as wills, insurance policies, and financial records.
  2. Care for Loved Ones and Minors :Discuss and determine who should be entrusted with the responsibility of caring for your loved ones, including minors, in the event of your absence.
  3. Decision-Making: Specify individuals you trust to make decisions on your behalf if you are unable to do so.

 

Planning now may lessen burdens down the road for your loved ones as they ensure your wishes are carried out as you want.


This material is designed for informational purposes only and is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing transaction(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor. This material is for informational purposes only and does not constitute investment advice or a recommendation. Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America) (AZ stock company); Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN); Equitable Distributors, LLC; and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are affiliated companies and do not provide legal or tax advice. Share Your Love Family Discussion Guide® is a registered service mark of Equitable Financial Life Insurance Company. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with an administrative office located in Charlotte, NC; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. Future communications may be in English only. © 2024 Equitable Holdings, Inc. All rights reserved. GE-6507691.1 (4/24) (Exp. 4/26) | G2541161 | Cat. #161669 (4/24)

Date and Time

Fri, Nov 01, 2024

12:00p - 1:00p EST

Location

Virtual

PT1H

Event Registration

Will you be able to attend this event?