Holiday Conversations Workbook

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‘Tis the season to deck the halls, light the menorah, and help provide peace on earth (or at least to your families) with a well-constructed financial and estate plan! With everyone gathered together for the holiday season, the most wonderful time of year is also the best time to have critical financial discussions.

From financial inventory essentials to estate planning considerations to beneficiary form updates, there are several helpful conversations you should consider to keep that jingle all way from one generation to the next! To learn more about the financial conversations, you should be having with your loved ones this holiday season, download “Holiday Conversations to have before Grandma gets Runover by a Reindeer.”

For more information on key areas of retirement and estate planning or professional assistance guiding these critical conversations among your family, contact one of our helpful advisors at RFG Wealth Advisory at 940-464-4104 to schedule a time for a visit.  Or set up a 15-minute Free Consultation by clicking here.

We’d love to be of help addressing these important topics with your spouse, children, or other heirs to help ensure your legacy is maximized and protected from making Uncle Sam your primary beneficiary.




Holiday Conversations to have before Grandma gets Runover by a Reindeer

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