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Women Lawyers Section Live ZOOM CLE "Wealth Management and Estate Planning"
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"Wealth Management and Estate Planning - Are You on Track?"

11/3/2021
When: Wednesday, November 3, 2021
12:00pm - 1:00pm
Where: Live via ZOOM (meeting link will be sent to registrants)
Alabama
United States
Contact: Tina Lam
tina.lam@ogletree.com
(205) 714-4410


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Planning for your financial future is vital, but many of us don't feel confident in our knowledge of how to plan, the benefits of various accounts, and where to save our dollars to get us to the end goal of a comfortable retirement.  Just as your financial plan changes with each stage of your career, estate planning for your assets and family will change too.  We'll discuss estate planning considerations for each phase of our professional life.  Please join us for an informative CLE covering the why behind financial planning, the various accounts you can utilize to save for life events and retirement, relevant investment concepts, and some helpful scenarios to demonstrate planning throughout the stages of your career.

Our panelists are Sarah Johnston of Dentons Sirote PC and Jennifer Wilson of Regions Bank.  Moderated by Shannon Dye of Carney Dye Law Firm.

Approved by the Alabama State Bar MCLE Commission for 1.0 hour MCLE Credit.

Registration fee -

  • Free for current members of the BBA Women Lawyers Section
  • All others - $30.00 (payable by credit card)

Meeting link will be forwarded to registrants approximately 24 hours prior to the seminar.

Contact Us

Birmingham Bar Association
P.O. Box 37
Birmingham, Alabama 35201

Phone: 205-251-8006

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