(541) 317-5505

Free Seminar – Women’s Financial Wellness – A Series

Free Seminar – Women’s Financial Wellness – A Series

Women’s Financial Wellness – A Series

Why Focus on Women?

  • Women statistically live longer than men
  • 7 out of 10 women are anticipated to outlive their partners
  • 62% of women say they’re the source of their household assets*
  • Strong possibility women will need to execute or update their estate plan after their partner passes
  • Important to understand what is expected to happen
  • And who is there is help (accountants, financial advisors, lawyers, life insurance agents)

*Power of the Purse. Center for Talent Innovation, 2014.

www.talentinnovation.org/publication.cfm?publication=1440

 

Presentations by:

Rachael Harbison, Hurley Re PC Attorneys

Ryan Jordan, Merrill Lynch

Rachel Lemas, Coldwell Banker Morris Real Estate

 

Located at Hurley Re, PC

747 SW Mill View Way

Bend, OR 97702

 

Refreshments will be served

 

PLEASE RSVP to

Abbie at [email protected] 541-317-5505 or

Rachel at [email protected]

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