Carter Advantage® Education Series: The Family Love Letter®
Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter®can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.
Please join us and our guest speaker from Neuberger Berman at for a discussion on how to give this “gift” to your family. Crafting your own personalized Family Love Letter® will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.
Friday, April 11, 2025 at 12 pm
5956 Sherry Lane #1700, Dallas, TX 75225
RSVP: RSVP@carterwealth.com
We encourage you to invite a friend or family member, but don’t delay, as space is limited.
Interested in attending our events?
Speaker
Senior Vice President
Neuberger Berman Advisor Institute
Karen Drancik, Senior Vice President and Business Development Advisor, joined Neuberger Berman in 2006. Previously, Karen was regional vice president and alternative investment specialist at Evergreen Investments, where she sold Hedge Fund of Funds, Private Equity, Managed Futures and Commodities funds.
Karen has over 20 years of portfolio management and sales experience with firms such as Wachovia and Bank of America Capital Management. Karen received a BA in Political Science from the University of North Carolina at Chapel Hill.
