In the News

Summer Gatherings & Estate Planning Considerations

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 06 July 2015

Summer Gatherings & Estate Planning Considerations

Summer is a great time to connect with friends and family. It presents so many wonderful opportunities to share a meal, attend family gatherings or simply relax with friends that sometimes it seems like the season can just fly right by. One idea to capitalize on these important moments of personal connection is to have a conversation about estate planning.

Although estate planning might not sound like your top priority for these get-togethers, they can be the perfect opportunity to ask others to play key roles in your estate plan, as well as to share some of your current estate-planning goals. As you make your summer plans, here are some important estate-planning elements to consider.

Are you stuck in a 9 to 5 world?

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 23 October 2014

Are you stuck in a 9 to 5 world?

I just returned inspired and appreciative from the annual BAM Alliance conference in St. Louis. I continue to be impressed with the investment and wealth management resources that are available to Flourish Wealth Management by partnering with the BAM Alliance. The Conference also provided a rewarding opportunity to connect with the 140 plus independent firms that are members of the BAM Alliance.

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