Secure your legacy
As a woman, you have a unique set of financial needs and challenges that have an impact on your life and the decisions you make. These will also play a significant role in how to set up your estate plan and consider your legacy.
Ensure your wishes are carried out by taking steps today. Learn how to prepare and update your estate plan with your goals and needs in mind. Join Kelsey Phare, Financial Advisor from BlueShore Financial, and Lauren Liebowitz, Estates and Family Lawyer from Watson Goepel LLP as they share insights, ideas and strategies on how to set up a financial and estate plan that achieves the legacy you wish to leave.
This complimentary one-hour webinar – designed for and presented by women – will offer you peace of mind, confidence and practical solutions that you can put to use right away. You’ll learn:
- Specific financial and estate planning considerations for women
- The value of financial planning, no matter your stage in life
- The essentials of estate planning and creating your own legacy plan
- Advice and tips on handling wills, taxes, property, investments, and other estate matters
- Various scenarios that women face when making financial and estate planning decisions, including navigating legal, family and personal matters
This webinar will share and explore strategies, tips and scenarios for women seeking guidance and advice on securing a legacy that protects their interests and their loved ones.