"How Much Is Enough? The Emotional & Practical Steps to Estate Planning"
Best Practice Event sponsored by the Delaware Valley Family Business Center, 8:30-10 a.m., at IM Wealth, Plymouth Meeting, PA.
It’s vital for family health to make sure steps are taken to plan for the end. How much money will you need to retire? What insurance might you need? In addition to these practical questions, it’s important not to overlook the emotions involved as well. Without self-awareness and emotional agility, your planning can get stunted quickly.
For information, see the event web page.