Please join us for a timely presentation:
The Family Love Letter®
A Gift for the Ones You Love,
A Secure Financial Future
Senior Vice President and
Head of the Neuberger Berman Advisor Institute
Tuesday, December 14, 2021
12 noon to 1 p.m.
Making plans to provide a sound financial future for your loved ones is an important part of any sound legacy plan. Creating The Family Love Letter® can help with sensitive family conversations about preserving, protecting, and transferring the legacy you leave behind.
The Family Love Letter® provides a convenient manner to communicate the important information to family members in case of incapacitation or death. It also allows individuals to memorialize clear instructions as to how assets, benefits, final wishes and intents are to be carried out.
The Family Love Letter® is not a legal document or substitute for estate planning, but it can function as a supplement to any good planning and become a source of great comfort to loved ones in a time of stress and confusion.
Senior Vice President
Head of Neuberger Berman Advisor Institute
Cheri Brooks, CPA, Senior Vice President, joined Neuberger Berman Advisor Institute (NBAI) in 1993. Previously, Brooks was the Regional Vice President for the Midwestern territory for Neuberger Berman Intermediary Sales where she worked with 401(k) providers, insurance companies, banks, broker/dealers, and financial advisors.
Prior to joining the firm, she was tax consultant with Arthur Andersen & Co. Brooks was on the board for the Chicago Women Investment Professionals (WIP) from 2003–2008 and is currently an active member and board alum. She also served on the Advisory Board for Women’s Initiative Leading Lehman (WILL) from 2004–2006 and the Co-Chair of WILL from 2007–2008.
Brooks was a recipient of the Lehman Brothers/Neuberger Berman’s Diversity Award for three consecutive years (2005–2007) and is a former member of the Chicago Financial Women’s Association from 2003–2006. She received her BA in Accounting from Illinois Wesleyan University where she graduated cum laude. Cheri is a Certified Public Accountant.