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
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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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