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Navigating the "financial talk" with aging parents can be a sensitive yet crucial conversation. In this video, Peter Richon with Richon Planning and Erin Kennedy talk through when you need to have this talk with your parents and what topics you need to discuss, including your parents':
-Current Financial Status and Income
-Long-Term Care
-Estate Planning
Knowing that your parents have a plan for the unexpected will bring peace of mind for both generations. Keep in mind, this conversation is an opportunity to ensure their well-being and financial security in later years. If you'd like help getting the ball rolling, please reach out to Peter by calling (919) 300 -5886 or visit www.RichonPlanning.com
#WealthManagement #Retirement #AgingParents #FinancialAdvisor #EstatePlanning
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Navigating the "financial talk" with aging parents can be a sensitive yet crucial conversation. In this video, Peter Richon with Richon Planning and Erin Kennedy talk through when you need to have this talk with your parents and what topics you need to discuss, including your parents':
-Current Financial Status and Income
-Long-Term Care
-Estate Planning
Knowing that your parents have a plan for the unexpected will bring peace of mind for both generations. Keep in mind, this conversation is an opportunity to ensure their well-being and financial security in later years. If you'd like help getting the ball rolling, please reach out to Peter by calling (919) 300 -5886 or visit www.RichonPlanning.com
#WealthManagement #Retirement #AgingParents #FinancialAdvisor #EstatePlanning