Women & Wealth Workshop II: Intergenerational Conversations | April 4
- This event has passed.
Thursday, April 4, 2019 — 10:00 am
Women & Wealth Workshop II: Intergenerational Conversations and Estate Planning for Every Stage of Your Life
Join our panel of experts as we discuss the changing dynamic in our families. Navigating aging, discussing our wishes, thinking about retirement, and sharing pertinent financial information are just some of the topics that families have to think about together. Together, we’ll explore how to best handle these tricky conversations.
- Concerns and challenges facing the different generations
- Tools to initiate conversations with your loved ones about planning for the present and the future
- Basics of estate planning and what it does
- How to navigate sensitive subjects
Hosted by Audrey Schmedes, Ebell Member & Financial Advisor, Merrill Lynch, and Katrina Soelter, CFP®, Ebell Member & Financial Advisor, The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors
Additional guest speakers: Kristen Schwarz Jones, Esq., Managing Partner, DBS Law Group, a Professional Corporation and Anna Avdalyan, Program Manager, Area Agency on Aging, County of Los Angeles Workforce Development, Aging and Community Services
$10 member | $20 nonmember
10:00 am to 12:00 pm
Cancellations must be received 24 hours prior to an event to avoid billing.
Audrey Schmedes and Katrina Soelter, Co-Chairs
If you have questions about this event, please call 323-931-1277 x131 or email: firstname.lastname@example.org
The Ebell of Los Angeles, 741 South Lucerne Boulevard
FREE parking: East Lot across from entrance