Naya Sou will empower you to build the confidence to strategically pursue your unique financial aspirations. Please RSVP to reserve your seat!
• RSVP with Bobbie at bobbiew@lansinglibrary.org and let us know what sessions you plan on attending.
Financial Education Session 2: Estate Planning Fundamentals, Asset Planning, Protection, and Wealth Transfer
LCL Presents a 4-part Series on Financial Education led by Financial Advisor Naya Sou
April 17, 2024
Title: Estate Planning Fundamentals, Asset Planning, Protection, and Wealth Transfer
Presenters: Karen McMullen and Naya Sou
This 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.
About Naya:
Naya 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.
About Karen:
Karen 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.
Learn about all sessions here
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