2023 INVESTMENT INSIGHTS

Little Shifts Are Big Wins:
How to Strengthen Your Estate Planning through Values-Based Conversations
with Christina Lawrence & Tina Lovejoy

During our time together, we'll discuss why values conversations are an essential part of effective wealth transfer planning. We'll review a few simple principles that you can utilize with your own family, no matter what your current planning looks like. We'll be reminded that it is never too late to incorporate these principles into our planning discussions.

Topics we'll review during the chat:
 
§           Inheriting family wealth
§           Building a family legacy
§           Leaving a financial inheritance for your loved ones

Join us for an informal and informative evening!
Hosted by Christina Lawrence, Wealth Management Advisor, Signature Resources Capital Management 
Tina Lovejoy, Founder of Frameworks Facilitation LLC 


Tina Lovejoy
As founder of Frameworks Facilitation LLC, Tina Lovejoy facilitates family sessions, retreats and workshops for families around the nation to communicate about inheritance, estate planning, next gen development, business succession, stewardship, and family governance. She has worked with over 1,500 clients and their family members to help them with the relational dynamics inherent in financial planning and wealth transfer. Tina regularly presents keynotes and workshops at national conferences. She also trains advisory teams around the nation in the areas of family dynamics and aligned planning.

Christina Lawrence
Signature Resources, Wealth Management Advisor
As a third-generation Financial Services professional, Christina puts a strong emphasis on facilitating communication between a client's family members. She enthusiastically encourages her clients to actively participate in important decisions, such as defining a purpose for their family wealth, philanthropic grant-making, and each member's role in the management of family assets. Particular emphasis is placed on preparing "Next Gen" as stewards of their family's future. Her strategic thinking, communication skills, industry resources, and inclusionary approach help guide her team to deliver enduring solutions that support her clients' best interests and long-term vision.

RSVP to clawrence@srcmadvisors.com as space is limited.  24 hour cancellation policy.