6501 Peake Road,
We host multiple talks across the Southeast each year where we bring in colleagues from around the country to share their firm's thoughts and perspectives on different investment topics. Additionally, we conduct a 6-part "Next Steps" talk that is geared towards educating the non-financial spouse in order for their learning curve to be less steep when they are suddenly left in charge of everything. All of our Foundational Talks, as we call them, are complimentary and educational in nature. It would be our pleasure to host you at one that is of interest to you.
Please scroll down for a list of upcoming Talks and to register.
Bone Island Grill
920 Greensboro Rd
11:30 AM - 1:30 PM
Picking up where our last Session of the same title left off, this Session will cover how to evaluate your legal/estate plan as a Single by better understanding your current legal/estate plan with your spouse. Have you vocally contributed to your current plan? Are your wishes, as the non-financial spouse, reflected in your current plan? We will talk about and define a Will, Powers of Attorney, and a Living Will. We will discuss how to incorporate charitable intent into your plan. Lastly, this Session will broach the subject of organizing and editing your new found life as a single. Again, this Session is meant to be a glimpse of the steps needed for a healthy transition in case you were suddenly left in charge of EVERYTHING.
Amelia Island, FL
The Wine Room - David's Restaurant
802 Ash Street
6:00 - 8:00PM
At times, we are called upon to help families take advantage of opportunities that their affluence/wealth provides, such as preparing the next generation to receive their inheritance or developing a comprehensive philanthropic plan. Other times, and these are more prevalent, we are asked to help address problems that weigh heavily on the family. These problems can result from a single bad action or from decades of unhealthy behaviors. They are rarely caused by malice or intentional ill will (in my opinion); more often, we see bad outcomes emerge from the best of intentions. Many families just don't have the big-picture view to see how small, seemingly rational choices can lead to disappointment, damaged relationships, lack of fulfillment, or any number of negative outcomes that leave family members with aching hearts. This Talk is an open and frank discussion of a dozen such ways we've seen families experience and provide our thoughts on how to avoid them.
Fernandina Beach, FL
Joe's 2nd Street Bistro
14 S 2nd Street
This final Session will cover how to begin again and what that may look like. The legal nuances of co-habitation vs getting re-married vs staying single will be discussed. This session will also cover how to think about blended families in your legal/estate plan and what to guard against. Finally, we'll end with a celebration for completing this 6-part Session series, because "graduates" of this series will no longer be considered Non-Financial Spouses!