Lunch & Legacy: Estate Planning Essentials for Women

This session is led by women committed to empowering other women with the knowledge they need to plan their legacy.
About this Event

You're busy - building families and businesses, volunteering, and making a difference in the lives of others.

Now's the time to let us help you plan for your future, the lasting legacy you want to leave, and to protect the people and causes you care about most.

Women face unique longevity considerations that impact long-term financial decision-making. Our panelists, experts in wealth management and estate planning, will walk you through the essential steps to help you shape the future you want.

Hear from a panel of experienced women professionals as they discuss:

✔ The essential documents everyone should have
✔ How life events can impact your planning needs
✔ Common mistakes and misconceptions
✔ Planning for family, financial security, and charitable impact
✔ Practical steps you can take today

Whether you're just getting started or reviewing an existing plan, this conversation will provide valuable insights and actionable guidance. Come to learn - leave empowered!

Agenda

🕑: 11:45 AM - 12:10 PM
Check-in, Networking, Lunch Service
🕑: 12:10 PM
Welcome, Introductions, Overview
🕑: 12:15 PM
Panel Discussion: Women in Finance and Estate Planning
🕑: 01:00 PM
Audience Q&A
🕑: 01:25 PM
Closing Remarks