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Go from worry to relief knowing your loved ones have what they need to settle your financial affairs when you’re gone.

Start the new year with peace of mind
knowing your financial affairs are in order. 

Join us to learn what your next of kin needs when you pass and how to prepare your executor for their role.

REGISTER BELOW

“I can’t believe we didn’t take
care of it earlier.”

We got news in May that a close friend in her 70s had an aggressive form of cancer. In June, treatment was going well though the prognosis was not good. In early July, we met with her and her husband on the front stoop of their row house where she expressed concern about her husband's welfare. Two weeks later, she started an experimental treatment, and two weeks after that went into cardiac arrest and died in intensive care on the last day of July. 

When asked if they had end-of-life documents in place, her husband said, "No. We just never got around to it, sadly. It won't bring her back but not having them added so much to an already stressful situation. I can't believe we didn't take care of it earlier." 

This story is true and too common. 

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It’s also avoidable. 

We know rationally that death can come at any time.

 

We also know that managing our affairs will most likely fall on the shoulders of our loved ones.

 

Yet...few of us want to think or talk about what happens after we're gone. We put it off because it's uncomfortable, never the right time, or we don't know what to do, among other reasons. 

“Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” — Suze Orman.

Estate planning is an act of love.

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Join us to learn what your next of kin needs when you pass and how to prepare your executor for their role.

REGISTER BELOW

It was a Friday night when we got the call. It was my little sister. Her voice was cracking. Given the odd timing and the sound of her voice, I knew it was bad news. Indeed. She was bearing news no family member wants to hear -- my nephew, age 29, had been in a terrible car accident that morning and was on life support. 

After a long weekend of not knowing, it became clear that he wouldn't make it. Fortunately, he had specified on his license that he wanted his organs donated, and the care and support the family had were exceptional. Unfortunately, gaining access to his computer and phone was not so easy. 

You can never know but you can prepare. 

Positive Money is a philosophy for living in relationship with money that feels good and delivers positive results.

 

Though we might not know when we or a loved one will pass, we can take action today to give ourselves and our loved ones the gift of support for the inevitable. 

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This is why...

  1. We organized this event so you can know what you need for your next of kin when you pass.
     

  2. We invited the Toler Financial Group to answer your questions.
     

  3. You'll earn a special gift by simply attending the event.
     

  4. You'll learn about a product and an opportunity to assemble your important documents in the new year that will motivate you to get er' done as my sister says. 
     

  5. You'll feel so much better when you commit and take action. 

Join us to learn what your next of kin needs when you pass and how to prepare your executor for their role.

REGISTER BELOW

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