Meet Anne Burney


Come join her for “The Other Talk” – September 27th at noon


Talking to your adult children about the rest of your life is one of the most important talks families must have. One generation knowing and honoring the other’s wishes is critical both for emotional and practical reasons.  Are important documents in order and placed where they can be found?  Have you discussed future living arrangements?  What’s the plan for getting the medical care you may need?  Have you made plans for financing your future?   Who will make decisions for you if you are unable to do so?   

 

If you haven’t already had these discussions with your adult kids, or even if you have and aren’t sure you’ve addressed everything essential, plan now to join us on Thursday, September 27th, noon to 1:00 pm at our Kenwood location, for a free and highly important seminar on this very topic.  This information-rich seminar will be led by Lenox VP and Wealth Advisor, Anne Burney. 

 

Meet Anne Burney

Anne has been working with Lenox clients for more than 27 years in various roles and brings over 36 years of investment management and brokerage industry experience to her role as Wealth Advisor. Among her skills is helping families think about, plan and navigate their elder care, estate and legacy planning needs.

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 An advisor with experience working on generational financial planning, Anne leads our Lenox “Embrace” program –– focused on providing our clients with real-world, relevant information to live their life fully, and with the peace of mind that comes with knowing that essential matters are being addressed thoughtfully and in keeping with personal desires. In her own words...

 

 “It is an honor to be so closely involved with our client families and to be entrusted to help see them through what can be financially complex and emotionally challenging times of their life.”


What You’ll Learn at the Seminar

The seminar will be based on the award-winning book, “The Other Talk:  A Guide to Talking with Your Adult Children About the Rest of Your Life” by Tim Prosch.  Our goal is to equip families with a template from which to discuss, explore, and think about end-of-life issues, empower adult kids to make the tough decisions if and when their parents can’t, and set an example for the adult kids to share with their own kids someday.

 

The mood will be upbeat but pragmatic as we share real-world scenarios of how families can turn this potentially touchy topic into a successful, productive and even heartwarming family discussion.  We hope you will join us, because you will leave with actionable steps as well as online and other resources to help you move forward with taking charge of the later stages of life.

 

Call us at 513-618-7080 to reserve your seat(s) for the complimentary seminar on Thursday, September 27, noon to 1:00 pm, first floor, 8044 Montgomery Road in Kenwood.  Family members are welcome. Please call soon as space is limited.

 

 

At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.

 

If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.

 

Past Performance is not indicative of future results.

 

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.