The Family Estate Organizer With a Heart

With Dean Thurman

October 23, 2020

The Family Estate Organizer With a Heart

by Dean Thurman

What is one of the greatest gifts we can give to the next generation?

In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one.  

In this episode, you will learn:

  • What the family estate organizer with a heart is and how it works
  • What heart-warming questions and sections are contained in this organizer 
  • How the process works and the beneficial outcomes to family members
  • Why the value of our organizer is so unique compared to other service professionals 
  • And more

Tune in now to learn more about the Family Estate Organizer and how it can bring your family closer together! 

Resources: InvestWise Financial | (289) 594 -8113 | Dean Thurman