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WI United States

September 2021

(WEBINAR) Women & Wealth: Preparing For The Unexpected | 9/22/21 (4:00pm CST/5:00pm EST)

September 22 @ 4:00 pm - 5:00 pm
Online Event WI United States

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.”

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(WEBINAR) Saving The Family Cottage | 9/30/21 (4:00pm CST/ 5:00pm EST)

September 30 @ 4:00 pm - 5:00 pm
Online Event WI United States

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…

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October 2021

(WEBINAR) Women & Wealth: Financial Self Defense | 10/12/21 (4:00pm CST/5:00pm EST)

October 12 @ 4:00 pm - 5:00 pm
Online Event WI United States

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!

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(WEBINAR) Investigating: Moving in Retirement | 10/19/21 (4:00 PM CST/5:00 PM EST)

October 19 @ 4:00 pm - 5:00 pm
Online Event WI United States

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

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November 2021

(WEBINAR) Women & Wealth: Passion Assets | 11/9/21 (4:00pm CST/5:00pm EST)

November 9 @ 4:00 pm - 5:00 pm
Online Event WI United States

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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(WEBINAR) Investigating: Moving in Retirement | 11/10/21 (3:00 PM CST/4:00 PM EST)

November 10 @ 3:00 pm - 4:00 pm
Online Event WI United States

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

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