WOMEN'S FINANCIAL LITERACY SERIES
August 28, 2024 | 11:30 AM - 12:30 PM | Webinar
Creating a lasting legacy for your family is an ideal many strive for, but how do you prepare your loved ones? This presentation will equip you with proven strategies and real-life examples to kickstart these crucial dialogues, help you explain the nuances of asset distribution (who gets what), and provide insights on achieving financial balance between spouses. Join Stacy Watson and Missy Jackson of Lutz and Lisa Strutzel of LAF Family Wealth Advisors as they share tips for effective communication and steps to navigate the complexities of wealth transfer with confidence and clarity.
KEY TAKEAWAYS:
- Initiating Crucial Conversations
- Effective Communication Tips
- Navigating Asset Distribution
- Wealth Transfer Strategies
SEMINAR LEVEL: Beginner
WHO SHOULD ATTEND? High-Net-Worth Spouses, Women in Leadership Positions, Women Interested in Wealth Protection