On Thursday, May 7 at 4:00 p.m., Thursday Talks welcomes Dennis Eckmeyer from SaddleBrooke Ranch and Jeffrey Bradford. During this presentation, they will discuss ways parents can talk to their adult children and grandchildren about financial matters. Parents may even learn a few things themselves. Some of the key topics for this presentation are 1) The importance of financial documents such as wills, trusts, marriage certificates, discharge papers, etc. 2) Life Insurance planning for adult children and grandchildren. 3) Investment accounts, distribution planning, withdrawal risk, and longevity planning. Those who attend will leave with a greater understanding of the importance of financial literacy and how to talk with your family.
Dennis Eckmeyer is a Financial Adviser with Eagle Strategies and a resident of SaddleBrooke Ranch. Jeffery Bradford, is a council agent with New York Life. He has worked to strategically maximize the wealth preservation and protection of his clients.