BUILD Wealth with Karen Dry: There's No Prince Charming - Estate TransferName: BUILD Wealth with Karen Dry: There's No Prince Charming - Estate TransferDate: May 5, 2021Time: 12:00 PM - 2:00 PM PDTRegistration: Register NowEvent Description:
BUILD Wealth Series with Karen Dry: Estate Transfer
Presented by the Professional Women in Building of the BIA Bay Area
Having a will is just a start. Unfortunately, transferring your assets to your children, a key employee, your parents that need your care, or paying off creditors at yours or a family member’s untimely passing is tricky. If you truly want to be there for those you care for today in the hereafter, you’ll need to know what exactly the State courts (including probate) and your family expect from you legally and financially. Not the easiest conversation to have but necessary if you aren’t to be left with huge debt by someone who says they love you.
PWB's BUILD Wealth Series will be facilitated and instructed by
Karen Dry, Wealth Management Advisor & Estate & Business Planning Consultant.
With a lifetime dedicated to building businesses to paramount success, Karen Dry embodies entrepreneurial spirit. It all started with an unconventional college experience in Electrical Engineering and Physics and has continued on a path of working and selling for varied, professional businesses over the past 30 years. Her dedication to helping individuals and business owners, from small companies to C-Suite executives of large enterprises, properly cover their exposure is unsurpassed. She can help individuals and businesses work through extensive business succession planning, including risk management, disability income insurance, long term care planning, and access to group medical health insurances. Her financial planning practice includes working with all levels of professionals and entrepreneurs from law firms, medical practices, accountants, manufacturing, sales and technology firms. Her success has made her in the Top Ten in the nation for two consecutive years, only woman to do this in the 168-year history of the company. She has been in the Top Three for Northwestern Mutual’s Western Region in 2011, 2015, 2019 and 2020, as well as making the Forum Club seven times. She is a member of the Million Dollar Round
Table from 2011-2020, for consistent excellence.
Ms. Dry has been in the top 50 nominated for “Executive of the Year” by the Los Angeles Business Journal every year since 2010. She is a consistent producer for the Northwestern Mutual in Long Term Care as well as leading in Core Coalition and Term Conversion sales every year she’s been with the company. She was named “Financial Representative of the Year” in 2009, 2010, 2011, 2015, 2018 and 2019 and became the district office’s “Life Specialist” in early 2010 and promoted to Director of Estate & Business Planning Specialist in 2016. Some of Karen’s previous accolades include “Top 50 Women in Business” by the Pacific Business Times in November 2006 with a personal legislature accommodation by California Assembly-woman, Audra Strickland.
Belonging to over 12 associations, Karen considers her involvement with associations a key part of her success as a leader in the community. She is a public speaker, having authored and created over 30 seminars that promote leadership development. Recent classes she’s authored are: “There Is No Prince Charming”; “Marketing 101 for Small Business Owners”; “Getting LinkedIN”; “Mars & Venus - Communication Skills Between Men and Women in the Workplace” and “Ethics and Morality in the Workplace”, to name a few.
Ms. Dry was inducted 2010 and 2011 member of the Northwestern Mutual’s L.E.A.D. Program - Leadership through Education, Achievement and Development – a leadership position responsible for the education and development of representatives. She has been a valued committee member of the company’s Diversity Working Task Force. Overall, Karen works diligently for the advancement and empowerment of all her clients, especially executive women in all industry, advocating each to educate themselves fully within their career and community.
She resides in Woodland Hills and has three children.