AMA: Protecting What You've Built - Boston's "Knowledge is Power" Series

You've worked hard to build your career or business and create a life you love. But what happens to your assets and loved ones if something happens to you?

Join the Boston Chapter for an Ask Me Anything style event with Kerri Koen, an estate and business planning attorney, who will give the must-know information about planning your estate, protecting your assets (including your business!), and naming legal guardians for your children.

Why should you attend?

- You’ve been curious about estate planning but you don’t really understand exactly what it is

- You're a small business owner but don't have a plan for what happens if something happens to you

- You haven’t legally named long or short-term guardians for your minor children

- You think you have a plan, but you're not sure if it was designed to keep your loved ones out of court

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Kerri Koen is an estate planning attorney, licensed in Massachusetts since 2009. She focuses primarily on families with children, guiding them through the process of protecting their assets, nominating guardians for their young children, and navigating the financial and legal complexities of estate planning in Massachusetts. As a female entrepreneur herself, Kerri is a champion of women in business and is passionate about supporting female entrepreneurs with their business succession planning. Kerri earned her JD from Stetson University College of Law in Gulfport, Florida, where she earned multiple client advocacy recognitions. She graduated cum laude from Emmanuel College in Boston. To learn more about Kerri, visit www.koenlaw.com.

Note: This workshop is for educational purposes only. It should not be considered specific legal advice. Please consult with your trusted legal, tax, accounting, or financial advisors.