A Free Financial, End-of-Life, & Estate Planning Event Designed Especially for Women

From inheritances and divorce to insurance settlements and retirement payouts, women will likely experience several large financial transitions in their lives. For some, these events are relatively stress-free, but for most, a major change to one’s finances without a plan in place can result in some otherwise preventable headaches. We’ll discuss the steps you should take when experiencing one of these transitional, and often transformational, events, and the common mistakes you should avoid.

We all know the saying, “You can’t take it with you.” So what will happen with your wealth after you’re gone? We’ll discuss the unique role women play in personal and community philanthropy and how we can best model giving to our children and our community. Learn how focused philanthropy can enrich your life while you live it and leave a legacy for the family and community you love.

At some point, all of us will navigate the decline and death of a spouse, loved one, or parent. This inevitable part of life can provide an opportunity to bond with friends and family by focusing on quality time and treasured memories. Conversely, without proper planning, these times can be filled with unnecessary stress, arguments, and misunderstandings, as well as costly last-minute estate planning expenses. We’ll teach you specific strategies to make your estate plan work in a way that promotes harmony for both you and your family.

As women, we are faced with the stark fact that we are likely to outlive male partners by an average of 7 years. Our wealth can empower us to do incredible things, if only we plan for it. Whether you are single, married, divorced, or widowed, we’ll discuss tools to help you understand and manage your financial security now to ensure a comfortable future.