09/14/2017 5:30 pm-7:00 pm

Event Details

Everyone needs an estate plan – whether you’re single or married, divorced or widowed, a parent or not.  And as a woman, you face challenges that make it even more important to have an established estate plan. Generally speaking, women live longer and often spend their time taking care of everybody else. But now’s the time to take care of yourself first.

Key takeaways:

  • What is an estate plan?
  • What essential estate planning documents should I have?
  • What is probate and how can you avoid it?
  • What is a living trust?

Presented by:

Erin M. Burke, Financial Consultant, SVA Plumb Financial

Dera L. Johnsen-Tracy, Attorney, Horn & Johnsen SC

Agenda:

5:30 p.m. – 6:00 p.m. | Registration & Networking

6:00 p.m. – 7:00 p.m. | Presentation

 

Cost:

Complimentary

Hors d’oeuvres and drinks will be provided.

Seating is limited for this event, please RSVP by September 8, 2017.

Gatherings are always better with friends so register a guest too!

Register online at www.svaplumb.com/events/Estate17

For more information, visit svaplumb.com/savvywomen.

 

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