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Protecting Your Estate Webinar
Nov 22, 2022 07:00 PM Eastern Standard Time - Nov 22, 2022 08:00 PM Eastern Standard Time
Estate planning is often the most overlooked aspect of financial planning, yet it is so critical to ensure your loved ones are not left to deal with a mess. In this webinar, you will hear from 3 key players that need to be a part of your estate plan: Laroux Peoples, Wills and Estate Lawyer, Jandy John, Estate and Trust Director from Concentra Trust, and Francesca Rea, Certified Financial Planner.
We will discuss:
- Why estate planning is so critical for you and your loved ones
- Why having a Will and Powers of Attorney are important
- Opportunities for tax deferral or minimization
- Planning for blended families
- What digital assets are and how they are handled after death
Reframing Your Money Story
Nov 01, 2022 07:00 PM Eastern Daylight Time - Nov 01, 2022 08:00 PM Eastern Daylight Time
- Real money talk for women who want to let go, do less, and be more - together
- Author Tammy Heermann will identify 7 stories we tell ourselves and teach us how to adjust those conversations
- Financial Advisor, Francesca Rea, will guide you through those stories and how they impact your financial well-being and money mindset
- Together they will share tips, tricks, and strategies on how to have more financial abundance in your life
Change your mindset, change the conversation, change your life!
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