Family Love Letter Seminars
Debra L. Nelson has a PASSION for helping people "get their financial house in order." The Family Love Letter was created to help guide your loved ones through one of life's most difficult and confusing times. It provides a single place to record all of the legal, financial and personal information needed when a loved one's life ends. By putting all these essentials in one place, you'll be getting your house in order for those you love.
Having a completed Family Love Letter will put your mind at ease and help smooth the way for your family. But it can also be used as a starting point for developing a solid financial strategy for your future. Once the love letters are complete, we encourage participants to sit down with their families and walk through the information.
Workshops are available to be scheduled for your group or organization. When you attend a workshop you will receive a Family Love Letter booklet. Click on the photo below to view a sample of Debra's Seminar presentation.
Request more information or to get started with your Family Love Letter
Debra has met the experience and ethical requirements, and completed required coursework and examinations. CASL™ designees must meet ongoing continuing education requirements and agree to uphold The American College's Code of Ethics.
As a CASL™ designee, Debra has learned the comprehensive skills needed to help address the unique financial needs of seniors and those preparing for retirement. she can provide knowledgeable advice on a broad range of financial topics including health insurance, long term care financing, pension planning, trusts, Medicare and Medicaid supplemental planning, estate planning, and more.
Debra l. Nelson, MSFS, CFP® , CASL® is committed to unlocking the financial possibilities and enriching the future of mature adults and their families.