Locking in Your Legacy

Have you readied yourself and/or your family to inherit wealth and challenges it may bring?  Learn how to prepare for what’s ahead in this insightful event, “Locking in Your Legacy,” hosted by Vanguard. This event features a panel of subject matter experts from Vanguard:  Talli Holmes, Colleen Jaconetti CFA, CFP Marsella Martino and Natalie Marvi-Romeo CFA, CAIA (moderator). During the session, our speakers will provide you with the essential knowledge and tools for effective estate planning and legacy preservation. Our experts will share practical advice on how to involve your family in the planning process (or best get involved yourself if you aren’t already!), creating a will or establishing trusts, charitable giving, and tax considerations. They’ll also discuss top questions every woman should ask to be best prepared for the transfer of wealth to and from your loved ones. With proper planning and active involvement, you can have confidence to make informed decisions and ensure that your legacy lives on for generations.  Click here, for speaker bios.

Agenda

5:30 – 6:00: Networking & cocktails
6:00 – 7:00 Introductions & panel discussion
7:00 – 7:30: Additional networking & refreshments

Out of consideration for our host sponsor and their security practices, registration will close Tuesday, October 14th.  No refunds for cancellations after this date.

This event may not be recorded and any materials may not be republished without the prior express written consent of Women in Investing Network of Philadelphia (WIN).