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Anne Conerly Holland ‘85, Certified Financial Planner™, Plan + Tactics, LLC - Bio |
Brandon McGee ‘98, McGee Law Firm, Estate Planning and Elder Law Attorney - Bio |
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Women and Financial Wellness: A WORTHwhile Topic
When it comes to estate planning, women have unique concerns – they live longer, they are likely to be custodial parents and according to a recent survey less than 30% of women feel confident in planning for their financial future. We have enlisted the help of a financial advisor and legal expert to present a power-packed luncheon full of practical steps and resources to help you navigate things like living wills, financing long-term care, health-care directives, how to find the right financial advisor, organizing your financial documents for easy access, wealth management and how to have critical conversations with your loved ones regarding finances and healthcare. You have to start somewhere, why not now?
Note: Our experts have a lot of information to share in a quick period of time, please plan to arrive promptly at noon for a “working” lunch sponsored by McGee Law Firm. |
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