[1hr 13min] -Featuring:
Tanya Shaw Steinhofer, BA 93, FTMBA 99, Founder & Principal, Redwood Grove Wealth Management
Tammy Plotkin-Oren, FTMBA 99, Principal & Owner, TPO Financial and Insurance Services
Gigi Orta, Estate Planning Attorney
Have getting your finances and estate plan in order been on your to-do list forever? Have you done some things but know you need to do others? Are you in pretty good shape financially but want to confirm you aren’t missing anything important? Now’s your chance to learn some key steps to get you on the right track financially. Tanya Shaw Steinhofer will share her top ten list of financial planning necessities, ranging from cash flow to retirement planning to investments. Tammy Plotkin-Oren will share her expertise on risk management, including how life and disability insurance fit into your financial plan. Gigi Orta will discuss basic estate-planning strategies, including the difference between wills, trusts, and advance health care directives, and identify the key steps necessary to ensuring your estate plan is in order.