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Protection Planning for Women: Estate and Insurance Considerations

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This jam session will help you prepare for the passing of a loved one by providing an understanding of estate planning basics as well as debunk some of the myths surrounding this topic.


Thu, May 29, 2014 1:00 PM - 2:00 PM EDT


The passing of a loved one can be the most traumatic time in a person’s life. Would you or your loved ones know what to do in the event of a death and all that entails? This jam session will help you prepare for such times by providing an understanding of estate planning basics as well as debunk some of the myths surrounding this topic. You will leave this session understanding how estate planning can ensure assets get passed as you intend them, how to take care of your survivor’s needs, the importance of health care directives and other legal documents as well as a basic understanding of the transfer tax system. Additionally, various types of insurance will be examined as a way to protect your assets and income in the event of death. Regardless of age and size of assets, estate and insurance planning is important for all women.

Lynn Pettus is a tax partner located in Charlotte, North Carolina. She serves as the National Director for the Employee Financial Services practice. Her time is concentrated on serving large private and public sector employers in the strategic development of financial education and counseling programs focused on employee benefit plans. Ms. Pettus is a Certified Public Accountant, Personal Financial Specialist (AICPA Designation), Certified Investment Management Analyst, and Registered Investment Advisor.


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Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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