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X-ORIGINAL-URL:https://lansinglibrary.org/
X-WR-CALNAME:Lansing Community Library
X-WR-CALDESC:Lansing Community Library
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BEGIN:VEVENT
CLASS:PUBLIC
UID:MEC-47951a40efc0d2f7da8ff1ecbfde80f4@lansinglibrary.org
DTSTART:20240417T230000Z
DTEND:20240417T230000Z
DTSTAMP:20240320T204900Z
CREATED:20240320
LAST-MODIFIED:20240410
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Financial Education Session 2: Estate Planning Fundamentals, Asset Planning, Protection, and Wealth Transfer
DESCRIPTION:LCL Presents a 4-part Series on Financial Education led by Financial Advisor Naya Sou\n\nNaya Sou will empower you to build the confidence to strategically pursue your unique financial aspirations. Please RSVP to reserve your seat!\n• RSVP with Bobbie ( https://lansinglibrary.org/2024/03/19/lcl-presents-a-4-part-session-series-on-financial-education-led-by-financial-advisor-naya-sou/bobbiew@lansinglibrary.org ) at bobbiew@lansinglibrary.org and let us know what sessions you plan on attending.\n\nApril 17, 2024\nTitle: Estate Planning Fundamentals, Asset Planning, Protection, and Wealth Transfer\nPresenters: Karen McMullen and Naya Sou\nThis session focuses on the basics of estate planning and how they play an important role in your financial and non-financial life. We will discuss two case studies where estate planning has major impacts on asset protection and wealth transfer.\n\nAbout Naya:\nNaya Sou is a financial advisor with Forum Financial Management, LP, an SEC registered investment advisory firm. She is a member of the Financial Planning Association and the Estate Planning Council of Tompkins County. She serves on the board of the Women’s Opportunity Center in Ithaca. Naya is a passionate advocate for financial literacy and strives to empower her clients and non-clients to gain confidence in financial decision making.\nAbout Karen:\nKaren McMullen is an attorney and partner at Levene Gouldin & Thompson, LLP. She is a member of the Tompkins County and Broome County Bar Associations, and focuses her practice on trusts & estates, elder law, special needs planning, and real estate.\nLearn about all sessions here ( https://lansinglibrary.org/2024/03/19/lcl-presents-a-4-part-session-series-on-financial-education-led-by-financial-advisor-naya-sou/ )\n\n\n
URL:https://lansinglibrary.org/events/financial-education-session-2/
CATEGORIES:Adult,Community,Special Events
LOCATION:27 Auburn Road, Lansing, NY
ATTACH;FMTTYPE=image/jpeg:https://lansinglibrary.org/wp-content/uploads/2024/03/lcl_nayasou_cal-copy.jpg
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