September 2021
(WEBINAR) Women & Wealth: Preparing For The Unexpected | 9/22/21 (4:00pm CST/5:00pm EST)
A beginner's guide to planning and preparing for the unexpected! We'll be examining transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”
Find out more »(WEBINAR) Saving The Family Cottage | 9/30/21 (4:00pm CST/ 5:00pm EST)
When multiple family members inherit a vacation home together, many problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from the best of intentions. Some of this is avoidable with proper planning. Join us as we discuss some solutions for keeping the peace among family members, keeping your vacation home out of…
Find out more »October 2021
(WEBINAR) Women & Wealth: Financial Self Defense | 10/12/21 (4:00pm CST/5:00pm EST)
Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself ...all in order to make the best, informed decisions for you!
Find out more »(WEBINAR) Investigating: Moving in Retirement | 10/19/21 (4:00 PM CST/5:00 PM EST)
Join us for a live, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we'll give you several key points to consider before you make your move - and why you should know the difference between residence and domicile. Webinar starts: 4:00 PM CST/5:00 PM EST
Find out more »(IN PERSON) Women & Wealth: Financial Self Defense | 10/21/21 (6-7pm)
Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself ...all in order to make the best, informed decisions for you!
Find out more »November 2021
(WEBINAR) Investigating: Moving in Retirement | 11/10/21 (3:00 PM CST/4:00 PM EST)
Join us for a live, interactive webinar where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we'll give you several key points to consider before you make your move - and why you should know the difference between residence and domicile. Webinar starts: 3:00 PM CST/4:00 PM EST
Find out more »(IN PERSON) Women & Wealth: Passion Assets | 11/18/21 (6-7pm)
Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in a manner that we can handle.
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