Estate Planning For Women in Business

Tuesday, August 15, 2023  |  10 - 11 AM

Where: Online
When: Tuesday, August 15, 2023  |  10 AM to 11 AM
Topic: Business Basics

This session will deliver a pathway to lead women in business and business owners to prepare their estates to be handled according to their wishes. It's never too early to begin the planning process.

ABOUT BRITTANY STEPHENS
Brittany (Britt) Stephens, partner at Coe, Cuskey & Stephens, is a graduate of Hamline University and the William Mitchell College of Law. She brings extensive legal experience in the areas of estate planning, small business and municipal law, as well as serving as a Guardian ad Litem for children and adults. Additionally, Britt is a certified family law mediator, bringing a calming presence to those going through divorce or legal separation. Brittany is a native of Northwestern Wisconsin, and heavily involved in numerous community activities and causes, including serving on various local boards and committees.

ABOUT STEFANI FIEDLER
Stef Fiedler (President of Business and Estate Advisers of WI, Inc.) went to Winona State for Business Administration. She has been in the financial services industry since she started at B&E in 2004. During that time, she obtained her Certified Financial Planner (CFP®) designation along with various other industry licenses and designations. She later became owner and president of the company. She loves working with clients - helping them reach their goals, implementing strategies to make their lives easier, and helping to ensure their families are taken care of. Her vision is to build a planning firm that people enjoy coming to because they feel their entire financial picture is taken care of and they enjoy the people there! Outside of work, she likes to do Crossfit and spend time with her family and friends.

If you're located in Western Wisconsin, please consider signing up for our free business counseling service. https://ic.successfulbusiness.org/reg.aspx?mode=counsel&center=52501&subloc=0

NOTE: By signing up for this webinar, you agree to be automatically subscribed to our (bi)weekly newsletter. You are able to unsubscribe at any point. Thank you for your interest in our webinars and events!
Speaker: Brittany Stephens (www.coecuskeyandstephens.com), Stef Fiedler (www.businessandestateadvisers.com)

Fee: No Cost
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