• Smart Planning for Smart Women 2
The 2nd session in the series, Smart Planning for Smart Women

 

Presented by Marjorie Stripling Schultz ’71

Estate planning is an important—and sometimes emotional—process which provides direction on how to handle your assets at the end of life. Through this process, many people choose to include charitable contributions to support causes and organizations important to them. In this session, Marjorie Schultz will explore several charitable giving options in order for you to decide which one is more beneficial to you, your heirs, and the organizations you wish to support.


 SMART PLANNING FOR SMART WOMEN - FEBRUARY 23-25, 2021

A Complimentary Virtual Estate Planning Event Designed Especially for Women

This event is led by Southwestern alumnae legal and financial professionals who will guide us through tools women need to successfully plan for our future.

Women’s roles in society and within the family have shifted dramatically over the past several generations and women have more earning power than ever before.  It’s estimated that at some point, 9 out of 10 women will make financial decisions on their own, either because they have been widowed or divorced or because they were never married.  And the fact that women tend to live longer than men means that it is often women who are faced with the task of estate administration and planning yet the majority of Americans don’t have a will or other plans.  Proper planning not only ensures financial stability during your lifetime but also allows you to distribute your assets in the manner you choose after your lifetime.  Whether you are a woman who is married or single—with $10,000 or $1 million dollars—planning for your long-term legal and financial future is essential to your loved ones’ well-being and your own peace of mind. Join us for these informative sessions designed specifically for women of all ages and in all stages of their lives.