Last week, we hosted Lisa Huey of Merrill Lynch, Attorney Tammy Block and Brandi Warmbier of State Farm to discuss the ins and outs of planning for loss and abundance. Fewer than 20% of women feel adequately prepared to make important life decisions. The 49 women in the room, however, learned how to plan their lives so they can feel confident no matter what’s thrown their way.
The panel was expertly moderated by Katie Brady, Senior National Operations Manager of Life Time Fitness Inc. Her questions ranged from the straightforward — such as who needs a financial planner — to the complex — such as how important it is to have a plan, and how often you should evaluate it.
Our favorite takeaway: A little preparation goes a long way and can save you a headache down the road.
See you next time!
