A heartfelt and informative event with Jennifer Lee, founder of Modern-Wealth and author of “Squeeze the Juice: Live with Purpose, then Leave a Legacy,” on how to squeeze the juice out of life! We will be writing letters of gratitude to our loved ones, be it friends or family, in an interactive workshop led by the very talented and knowledgeable author. Writing your family love letters is an opportunity to communicate values, stories, experience, knowledge, and family history. To be given the awesome opportunity to communicate your most important messages is a gift.
Often, we don’t get the chance to say the things we really want or need to the ones we love the most. That was why Jennifer created the idea of a love letter with the hope that people would start to feel comfortable about articulating their values, wishes, and wants for their life and financial future to the ones they love the most.
"Squeeze the Juice: Live with Purpose, then Leave a Legacy," comprised of a unique blend of Jennifer’s own life experiences and her many years of career expertise, is an interactive, thought-provoking passages that encourage the reader to prepare for their financial future. It is designed to tackle major life events like divorce, losing a loved one, or transitioning a business by taking the emotion out and empowering the reader to prepare financially sooner rather than later to live life to the fullest.
Included . . .
a mimosa or coffee
a workshop notebook
a copy of “Squeeze the Juice”
the love letter seminar
More about Jennifer . . .
Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition.
Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.”