Women, Wealth, and Estate Planning

Financial and estate planning strategies to help secure your legacy

Women have a unique set of financial needs and considerations that impact their lives and the decisions they make – including estate planning. Watch our recorded webinar to learn how to navigate these considerations when preparing and updating an estate plan, with expert tips, advice and solutions.

On average, women in Canada live longer, earn less and have more caregiving responsibilities.* So their financial plan and final wishes require a different approach and strategies. Having sound financial and estate plans in place will go a long way to establishing peace of mind and securing a meaningful legacy.

Watch this recorded presentation to learn how to prepare and update your estate plan with your goals and needs in mind. Listen in as Kelsey Phare, Financial Advisor from BlueShore Financial, and Lauren Liebowitz, Estates and Family Lawyer from Watson Goepel LLP share insights, ideas and strategies on how to set up a financial and estate plan that achieves the legacy you wish to leave. 

The webinar will cover:
•    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 

Speakers

Kelsey Phare, CFP®, RRC®
Financial Advisor, BlueShore Financial

Lauren Liebowitz
Estates and Family Lawyer, Watson Goepel LLP

This recorded presentation shares and explores strategies, tips and scenarios for women seeking guidance and advice on securing a legacy that protects their interests and their loved ones.