Savvy Women's Series: Estate Planning For Women...What You Need to Know

Date: September 14, 2017
Time: 5:30PM - 7:00PM CST
  • Revere's Wells Street Tavern
  • 505 Wells Street
  • Delafield, WI 53018, USA

Event Details:

Everyone needs an estate plan – whether you’re single or married, divorced or widowed, a parent or not.  And as a woman, you face challenges that make it even more important to have an established estate plan. Generally speaking, women live longer and often spend their time taking care of everybody else. But now’s the time to take care of yourself first.

Key takeaways:

  • How does estate planning fit into your financial plan? 
  • What is an estate plan?
  • What essential estate planning documents should I have?
  • What is probate and how can you avoid it?
  • What is a living trust?

Presented by

Erin M. Burke
Financial Consultant
SVA Plumb Financial
Dera L. Johnsen-Tracy
Horn & Johnsen SC


  • 5:30pm - 6:00pm | Registration and Networking
  • 6:00pm - 7:00pm | Presentation


Seating is limited for this event, please RSVP by September 8, 2017.

Gatherings are always better with friends so register a guest too!

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