Events and Webinars

How to Have Better Estate Planning Conversations with Your Loved Ones

Bill Carr, Senior Vice President

05/01/2023

35 minutes

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An estate plan is integral to your overall financial plan, and it's important that your loved ones support your end-of-life wishes. But when it comes to relaying this information, it can be a difficult conversation to have, often filled with emotions and fraught with challenges.


Watch this webinar, How to Have Better Estate Planning Conversations with Your Loved Ones, to hear Wealth Enhancement Group advisors Bill Carr and Mary Beth Neeley provide useful tips for ensuring you have a productive conversation with your family. You'll learn how to:


  • Start this potentially tough conversation
  • Establish ground rules for having a productive discussion
  • Defuse emotionally charged moments
  • Keep your plan organized so that your wishes are made clear


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Smiling older couple standing outside with text on the right side of the image.

Fill out the form to watch the free, on-demand webinar. And if you still find yourself with questions and would like more guidance on how to ensure your estate planning conversations are a positive experience for all involved, reach out to a Wealth Enhancement Group advisor today.

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Bill Carr

Senior Vice President

Jacksonville - Town Center, FL


A Jacksonville native, Bill has been helping people make wise financial decisions as an independent financial advisor since 1989. Prior to becoming an advisor, he studied business at Jacksonville University and the University of North Florida and worked for more than a decade in the banking industry.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.