**PLEASE NOTE: Due to unforeseen circumstances, this event has to be rescheduled to May 12th**
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.
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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 |
Wednesday May 12, 2021
12:00 PM - 2:00 PM PDT
Virtual, register to receive Zoom webinar link.
No fee, but registration required.
All BIA|Bay Area/PWB Members.
To register as a BIABA member, please login.
Other PWB members nationwide, please click the "non-member" link and select your PWB chapter during the registration process.
Printed courtesy of www.biabayarea.org – Contact the BIA Bay Area for more information.
1000 Burnett Ave, Concord, CA 94520 – 925-951-6840 – info@biabayarea.org