ESTATE PLANNING: A WOMEN’S PERSPECTIVE

by ECM | July 22, 2024 12:55 pm

By Jonathan Goetz[1]

Photo: James G. Stieringer Conference Center Auditorium (courtesy: Grossmont Healthcare District[2])

July 22, 2024 (La Mesa[3]) — Women face unique challenges when it comes to estate planning. Statistics show that women are almost four times as likely to be widowed compared to men. Additionally, more women than ever before are either divorced or choosing not to marry. These factors make it crucial for women to take proactive steps in planning their estates.

This seminar is designed to help you get organized, avoid common mistakes, and prepare for the future with confidence. Whether you are single, divorced, or widowed, this seminar will provide valuable insights and practical advice tailored to your specific needs.

Presenter:

Barbara Norman, CFP©, ChFC©, CDFA©

Sage Path Solutions

When:

Tuesday, July 30, 10:00 to 11:30 a.m.

Location:

Grossmont Healthcare District

Conference Center

9001 Wakarusa St., La Mesa 91942

At this seminar, you can

learn how to effectively organize your financial documents and estate planning materials.
Identify and avoid common pitfalls that can complicate the estate planning process.
Gain knowledge on how to ensure your wishes are honored and your loved ones are taken care of.

As an added bonus, a raffle prize will be given away at the conclusion of the seminar!

Endnotes:

Jonathan Goetz: https://www.eastcountymagazine.org/search/node/Jonathan%20Goetz
Grossmont Healthcare District: https://www.grossmonthealthcare.org/community/conference-center/
La Mesa: https://www.eastcountymagazine.org/communities/cities/la-mesa

Source URL: https://webvibrantamerica.com/estate-planning-womens-perspective-3/