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Wills and Money: Tips and Tricks to Ensure the Future YOU Want
January 7, 2021 @ 12:00 pm - 1:00 pm
Members Only
In-Person
2020 has forced many of us to take a hard look at how we manage our money.
This session will give you a fresh start in the new year to ensure that your finances and estate planning documents are organized so you can make informed decisions regarding your financial goals.
Tune in while Alie Hamilton, CFP®, from Eagle Ridge Investment Management, LLC and Lauren Davies, an attorney at Pullman & Comley provide insight on what you should be thinking about now to ensure your family’s financial future is secure.
Alie and Lauren will cover:
Are you going to have enough money? – what is financial planning and why is it so important?
Are you saving enough? – how much should you have in an emergency fund?
Retirement may seem far away but what do you need to do now to make sure you have the retirement you want?
What do you need in your Will if you have minor children?
Who will make medical decisions for you if you can’t make them yourself?
Financial decisions?
What is a Living Will and do you need to update it on account of the pandemic?
About Alie
Alie is Director of Client Relations at Eagle Ridge Investment Management, LLC, a local independently owned investment advisory firm that provides investment management and financial planning advice. As a CERTIFIED FINANCIAL PLANNER™, Alie works with individuals and families to create comprehensive financial plans and ensure their behavior and investments are aligned to meet their goals.
About Lauren
An attorney in Pullman & Comley’s Trusts and Estates practice, Lauren C. Davies is known for her ability to distill the complexities of estate planning into understandable terms and takes a common sense approach to the preservation of wealth for families and individuals.
ADMISSION: FREE
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