Just wrapped a client meeting.
Female.
73 and healthy.
2 adult kids (age 42 and 47).
13 year old grandson.
Plenty of money for her comfortable retirement.
The conversation was mostly focused on estate planning and encouraging her to feel okay giving money to her adult kids.
Here's what I said to her:
"Think about life 20 years from now. You're 93... Your kids are in their 60s and your grandson is 33.
Then they'll inherit your money. However, at that time everyone is fairly settled into who they are and what they'll become.
Now compare that with a gift today.
Your kids are at a place in their lives where a financial gift can have a trajectory-altering impact. Consider the ripple effects of removing a bit of financial stress from the parents of a 13 year old.
I'll help ensure your needs are met for the rest of your life, but if you see an opportunity to help the people who matter to you, seize it."
🌟 Exciting News! 🌟 We are thrilled to kick off our 2024-2026 grant cycle. Nonprofits in Knox, Jefferson, Claiborne, Grainger, and Union counties are invited to apply. Register for an upcoming information session now ➡️ https://t.co/BWng10d3kH
Recognizing and celebrating this wonderful community resource brought to you by @unitedwayknox and City of Knoxville!
Got a question about community resources? Dial 2-1-1!
🎉 Happy #National211Day! 🎉 Today, let's celebrate the amazing service provided by 2-1-1, connecting people with essential resources in times of need. From shelter to mental health support, 2-1-1 is there to help. United, we're building stronger communities! 🌟
.
#Unite4Change
One Knox and United Way of Greater Knoxville are thrilled to announce Community Schools as the first Goals for Good nonprofit partner.
Kicking off the community impact before competitive kickoff, a few players stopped by Vine Middle School - a Community Schools member - last week to run some drills and interact with students. #OneForAll
For 25 years, House of Pain's 'Jump Around' has been one of the best traditions at @BadgerFootball and in college football.
Until this season, Everlast had never experienced it in person.
@CfieldsVFL@VolTwiitter Chad, I agree with 99% of the time. This time you’re not open minded enough. (But I do also like your ideas of solid colors with different colored shakers.)