Wealth advisor Laura Southall shows how women can make smart decisions about money for themselves and their families. The last of four talks, to take you from the basics to retirement, and beyond.
Do you understand what will happen to your estate when you die? What taxes will your estate be responsible for? How do you minimize the taxes that you pay on death? How can you transition your estate to your children and grandchildren as smoothly as possible? What exactly is probate?
This interactive 90-minute seminar from Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd, will show you how to pass on what you’ve accumulated, and how to ensure that your family can make the most of the inheritance you leave them.
This is the final talk in a four-part series designed to empower women to understand their financial situations at different stages of life.
This online presentation will be held on Zoom. Registrants will be emailed the link immediately upon registration. (Please check your Junk and Spam folders right away if you don't see the confirmation email and link in your Inbox, then adjust your settings to make sure emails from KFPL aren't blocked. You can also access event links by scrolling over the calendar icon at the top of the main page of our website and signing in to My Events.)
Participants will need to download the latest version of Zoom in advance to the device they’ll be using during the presentation.
AGE GROUP: | Seniors | New Adults | Adults |
EVENT TYPE: | Interests & Lifelong Learning |
TAGS: | Financial Literacy |
KFPL often has events and program "in the community," outside of the library branches. Look in the description of the program for more information about where it is located.
