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Women Investing

What you should be doing now for your parents...

None of us want to think about the death of a loved one. Having your financial and legal documents and plans organized in advance will help your loved ones during the confusion following death.  Join us on Wednesday, May 11th to learn more about the Family Love Letter ® with Maxwell Financial Management.

RSVP to Katy Ufferman at kufferman@maxwellfm.com

Zoom information will be emailed out tomorrow!

9 in 10 women will be soley responsible for their own family's finances at some point in their lives.

9 in 10 women will be soley responsible for their own family's finances at some point in their lives.

Prepare for your family's future with the Family Love Letter® and Maxwell Financial Management.  Learn more in our upcoming webinar on May 11th.  RSVP to Katy Ufferman at kufferman@maxwellfm.com by May 9th.

Zoom information will be sent out the day before the event.

Maxwell Financial Management, Neuberger Berman and LPL Financial are separate entities.

What is The Family Love Letter®? 

What is The Family Love Letter®? 

Dealing with the death or the disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes an additional burden on a family.

The Family Love Letter® is an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. It is a roadmap that employs a “storytelling” process to gather pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur during times of turmoil.

We'd like to invite you to attend an informational webinar session on May 11th from 11:30-12:15pm where, in conjunction with the Neuberger Berman Advisor Institute, you'll learn about the program.  RSVP to Katy Ufferman at kufferman@maxwellfm.com by May 9th.  Zoom instructions will be emailed out the week of the event.  


Maxwell Financial Management, Neuberger Berman and LPL Financial are separate entities.

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