At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the Park City Club in Dallas for a special event focused on a unique and powerful planning tool: the Family Love Letter®.
Led by our engaging guest speaker Karen Drancik from Neuberger Berman, the presentation offered more than just information—it opened the door to heartfelt conversations about how we can prepare our families for the future. Karen shared real stories and even a bit of humor to ease the weight of the topic, helping everyone feel more comfortable and confident navigating this emotional area of legacy planning.
The Family Love Letter® is designed to help individuals communicate personal, financial, and practical information to their loved ones in a clear and compassionate way. It’s not just about documents—it’s about dignity, direction, and peace of mind during times of loss and transition.
Neuberger Berman graciously helped sponsor this event, and we are grateful for their partnership in bringing such an important conversation to our clients.
Client education is a cornerstone of our work at Carter Financial Management. We’re committed to equipping families with tools and guidance that go beyond financial plans—empowering them to prepare thoughtfully, act confidently, and protect what matters most.
Attendees walked away feeling inspired to take action—not just for themselves, but for the well-being of those they care about most. We’re thankful to everyone who participated and helped make the event a meaningful experience.
If you’d like to learn more about the Family Love Letter® or how to begin your own legacy planning journey, we’re always here to help.
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