“Smart Investing & Estate Planning in 2017” Ladies Lunch and Learn
Saturday, April 1st 2017 from 11:00am to 1:00pm
We’re continuing our series of Lunch and Learn Teas, and this one is all about becoming your own Financial Superhero.
We have a new location for 2017! At Saffron’s 2728 Wade Hampton Blvd – Suite B, Greenville, SC 29615
The cost is $25, which includes your lunch.
Empowering Women to Take Charge of Their Retirement Savings
Do you know how much money you need to save in order to live comfortably in retirement? It’s probably more than you think. Pam Lizanich with Flynn Wealth Management will discuss:
- Concrete examples of what we need to save at different stages in life to be prepared for retirement
- The importance of women taking charge of their own retirement planning regardless of whether they’re single or in a relationship
- Organizing financial documents so key family members know where they are and what to do when the need arises
Pam wants to empower women to manage their own finances and retirement savings.
If time permits, she’ll look back at the first quarter of 2017 and its key takeaways as well as discuss the possibilities for the second quarter and how it relates to investors.
About Pam Lizanich
Pam Lizanich is an advocate of empowering women financially and is a frequent speaker on the topic. Pam’s personal philosophy of a high degree of personal attention and service orientation is in parallel with the firm’s philosophy. Prior to joining Flynn Wealth Management Group in 2009, Pam was with Comerica Bank, Detroit, MI for ten years, five of which were in their Trust department. She is active in local civic and professional business women organizations. As a transplanted Michigander, Pam holds a B.S../B.A.. in Marketing and an MSA in Management and Finance from Central Michigan University.
Licenses and Security Registrations: Series 6, Series 63 Registrations & Life, Accident/Health, and Variable Insurance licenses
Revocable Living Trusts & Power of Attorney
The Revocable Living Trust (“Living Trust”) and power of attorney are the bedrock foundations of the modern estate plan. A properly drafted Living Trust and durable power of attorney offers you complete asset control during your lifetime; provides for you and your loved ones in the event of incapacity; and upon death, allows you to pass your assets to loved ones without the costs, delays, and publicity associated with court probate.
Attorney Steve Shaw will:
- Give us an overview of Revocable Living Trusts
- Explain the difference between it and a will
- List the benefits of Revocable Living Trusts
- Share important points to consider when creating a Living Trust.
About Steve Shaw
Steve Shaw helps clients craft a custom life plans. Life plans include estate planning but also the equally important living planning. His experience includes estates and trusts, wills, living wills, medical surrogates, durable powers of attorney and probate. He can also help with Medicaid planning and trusts. Further, he litigates cases involving elder abuse and elder consumer issues.
He graduated from the University of Florida College of Law and also holds a Masters degree in Planning from the Florida State University as well as Ph.D. in Planning from the University of Florida. Steve is an instructor of Estate Planning and Elder Law at Furman’s OLLI program.
Stephen was born in Cape May, New Jersey and raised in Florida. In 2005 he married Melanie Donna Moore of Laurens County. She and her mom co-own Wild Birds Unlimited on Congaree Road near Strossners.
2728 Wade Hampton Blvd – Suite B
Greenville, SC 29615
Lunch Menu from Saffron’s
There are 4 options to choose from:
- White Fish Provençal with Tomato Garlic Bread Crumbs
- Chicken Stuffed with Wild Rice and Roasted Vegetable in a Light Velouté Sauce
- Shrimp and Boursin Cheese Grits
- Vegan Black Bean and Vegetable Strata
All entrees will come with a field greens salad with balsamic dressing and dinner roll and Reese’s peanut butter pie for dessert.
Please specify your entree choice when you purchase your ticket.
If you have any special dietary requirements please let me know beforehand to make it easier on the Kitchen.
If you know anyone that would be interested in coming to this event please feel free to share! The more the merrier!