03/22/2024
All too often we are saddened to see families unprepared for the passing of a loved one, leading to unnecessary stress and confusion in what should be a time of mourning.
At the request of a client, we recently put together a presentation for a group of ten to illustrate what happens when a loved one passes. We covered some simple steps that can be taken in advance to reduce stress and uncertainty, allowing the surviving family the mental and emotional space to grieve their loss.
The feedback we received from the group was overwhelmingly positive and we were encouraged to share the presentation with a wider audience.
The full presentation can be found here:https://www.lighthousewealthvictoria.com/wp-content/uploads/2024/03/Passing-The-Torch-Lighthouse-Wealth-Management-March-2024.pdf
Please feel free to contact us at [email protected] if you have any questions.
