A Free Financial and 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 big change in finances without a plan can result in preventable mistakes. We’ll discuss the process that you should take when experiencing one of these transitional (and often, transformational) events.

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

As some point, all of us will navigate the decline and death of a spouse, loved one or parent. This part of life can be a tremendous opportunity to bring friends and families together to bond in ways that focus on treasured memories and quality time. Without proper planning, these times can also be filled with unnecessary arguments, misunderstandings and expensive last minute estate planning and stress. Learn what specific strategies are the most important in making your estate plan work for you and your family’s harmony.

As women, we are faced with two stark facts: 1) we are likely to outlive our partner (typically by 7 years), and 2) our wealth can empower us to do something incredible, if only we plan for it. Understanding and managing financial security now can help ensure a confident future. Whether you are single, married, divorced or widowed, we’ll discuss tools to help you implement independence, security and empowerment.