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.
Collective Wealth Planning
As a Certified Financial Planner™, Brenna focuses on empowering her clients to live their best lives.
Helping clients envision, develop, and sustain a life of contentment, not complacency, has been the most rewarding part of her career. Whether through marriage or divorce, career change or retirement planning, the creation of a family, or the loss of a loved one, Brenna has had the experience of serving as a constant for her client’s families. Her work centers on co-creating solutions, proactively planning for transitions, and serving as a thinking partner for her client’s families.
Stephanie’s passion is working closely with clients to create carefully crafted estate plans to meet their specific goals and needs.
As an estate planning and probate attorney, she provides a sense of peace and confidence for her clients that comes with knowing their affairs are in order in the event of a loss of capacity or passing. Stephanie walks with families through the probate process with experience and compassion. When she’s not working with her clients or community, she enjoys musical theater and spending time with her wonderful husband and two kids.
Willamette Vital Health
Melissa has been providing end-of-life education in the mid-valley for over 14 years.
As a Community Outreach Coordinator, she offers complimentary advance directive workshops to community groups and enjoys facilitating conversations about hospice and palliative care, grief and loss, and other end-of-life issues. Melissa is passionate about helping women plan for their futures to make the difficult times in life easier to navigate.