Generational Planning (recording)


August 23, 2021
Reading Time: < 1 minute

Date & Time: September 13, 2021, 12:00 – 1:00 pm CST (online)

Guest Speaker: Tena J. Burrell, licensed IAR (Investment Advisory Representative), President, Financial & Estate Planning Services
Tena Burrell is President of Financial and Estate Planning Services with over thirty years of experience and is a licensed Investment Advisory Representative.  


Have you had the important discussion with you care receiver about what “legacy” planning? How are remaining financial resources and possessions to be passed to survivors and the next generation? What happens if sudden incapacity changes those plans? Legacy planning can be a meaningful, even fun, process. Learn a six-step process to let the wishes of your loved one be honored and how incapacity can affect legacy planning.

Replay Recording

**Sponsored by the North Central Texas Caregiver Teleconnection**

Learn more about Caregiver Teleconnection’s free monthly calls by visiting their website or calling toll free: 866-390-6491.


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