Join us as we explore new ways to live a richer life, understand the importance of financial planning, and discuss how estate planning plays a major role in securing your future.
The discussion will help you answer the following questions:
What does financial wellbeing mean?
What tax and estate strategies should I be aware of at different stages of my life?
What are the key takeaways I should be focusing on when creating a financial plan?
Do you have an additional question you'd like us to cover? Email us in advance at info@reveleleven.com
Tama Smith, Head of Women Living a Richer Life: Using her skills as a Wharton MBA and the former CEO of The Tyra Banks Company, Tama helps women embrace financial wellbeing as a core component of their overall wellbeing. She helps lead Brighton Jones as a firm continually focused on finding new and innovative ways to help clients, colleagues, and the community experience life to the fullest.
Taralynn Casperson, Estate Planning Attorney at Brighton Jones: As an estate planning advisor, Taralynn guides clients through important life events and helps them align their estate and legacy planning with their current and future circumstances and priorities.
Jesica Ray, CFP, Lead Advisor at Brighton Jones: As a lead advisor in the Washington, D.C. office, Jesica helps to service clients on the East Coast. Having been raised on kindness and courtesy as core values, she believes that these are at the root of a positive client experience. She says she’s lucky to have the opportunity to build strong relationships with clients and work together to provide personalized services that fit individual needs.
Leisure Care joins RevelEleven for The Aging Well Series, a week-long series of events on aging. Join us to learn how to age into the later years with grace, health, and the support you need. Our speakers will provide information and tips to move into the next chapter of your life with gusto.