The death or disability of a loved one is a challenging and stressful event that can be difficult to navigate — especially when the rest of the family has to handle their loved one’s finances. It can be easy to make financial mistakes during such a confusing time, and XML is here to help.
We recently held a follow-up to our June webinar on estate planning to discuss the financial uncertainty that follows the death or disability of a loved one. In a discussion XML’s John Sciuto (Wealth Advisor) and Karen Drancik (Senior Vice President at Neuberger Berman) discussed the keys to navigating this uncertainty and how proper estate planning can minimize stress and confusion for your loved ones once you are gone. In addition, we also covered:
Karen Drancik is a Senior Vice President at Neuberger Berman, where she has worked since 2006. Karen is a Business Development Advisor with the Neuberger Berman Advisor Institute. 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.
John Sciuto is a Wealth Advisor at XML Financial Group who specializes in guiding his clients through their most important financial and life decisions. He focuses on comprehensive financial planning, personally curated investment portfolios and listening to the specific needs of his clients. John’s expertise in holistic long-term planning and in-depth market analysis help his clients navigate today’s complex economic environment. He previously worked as a financial advisor at Wells Fargo Advisors before joining XML Financial Group. John also worked in government affairs and as a corporate consultant.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.