Free Financial Estate Planning Event for Women -

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


Planning for life’s inevitable rough spots is one of the best ways women can care for themselves and the ones they love. This event, led by local female professionals, will provide you with the tools you need to successfully prepare for the future.

Free Financial Estate Planning Event for Women -

Monday, May 20, 2024

Event at 11:30-1pm

A Virtual Event



Managing Financial Transition

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.


What Type of Legacy Are You Leaving?

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.


Preserving Your Most Treasured Asset: Your Family

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.


Protecting and Empowering Your Wealth

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.

Brenna Baucum, CFP®, CTS™

Collective Wealth Planning

As a Certified Financial Planner™ professional and a Certified Tax Specialist™, Brenna serves as a thought partner for her clients, empowering them to live their best lives.

Money is simply a tool to support what we care about. Research has proven that we’re happiest when our spending, saving, and investing habits align with our values. Brenna helps her clients live into that alignment every day through comprehensive financial planning and wealth management. Her work centers on tax-efficient retirement planning for Oregon Public Employees and retirees.

Stephanie Palmblad, Attorney

Willamette Legacy Law

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 two kids.

Melissa Lindley

Willamette Vital Health

Melissa has been providing end-of-life education in the mid-valley since 2008.

As a Business Development Manager, 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.


Please use the below form to contact us via email.

Free Financial Estate Planning Event for Women