Sigma Investment Counselors Presents: Strategies for a Seamless Transition

Discussing financial, health care and estate planning concerns with an aging parent or relative can be uncomfortable.  However, failing to plan for future responsibilities may make a difficult situation even more challenging.  Minimize last minute scrambling and avoid future family tensions and financial strain by planning now so the recipients of future care needs can make their choices and voices heard.

Join us for:

An Informational Session on

Having the Conversation: Strategies for a Seamless Transition

 Wednesday, June 25, 2014

12:00 Noon

27777 Franklin Rd., Suite 100

Southfield, MI  48034

This session would be beneficial for both parents and adult children who are concerned about strategies for a seamless transition.

We will discuss topics such as:

Working with your Successor Trustees/Agents to organize and update important documents   –   Developing a medical and long term care plan   –   Understanding their financial goals and income sources such as Social Security, pensions and investment portfolios   –   Documenting wishes for personal property distribution

There is no charge to attend.  Lunch will be provided.

Please call Tamika at (248)223-0122 by June 20th to RSVP.

For more information visit, email or call (248)223-0122.