Financial Wellness for Attorneys: Creating an Estate Plan Successfully
$59
Credits in
1.00 General
Practice Areas:
Financial Wellness, Other, Paralegal, Wills, Trusts, & Estates
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About
This Course
Achieving financial wellness requires strategic planning and a solid understanding of money management. This course will guide attorneys in building financial literacy and mastering essential estate planning documents and actions.
Attendees will gain insight into common financial pitfalls attorneys face, learn how to craft a comprehensive estate plan for themselves and their families and ensure their financial strategies align with their values.
Designed for attorneys with experience in financial planning, this course welcomes those seeking to deepen their financial knowledge and learn the fundamental principles of creating an effective estate plan.
Learning Objectives:
- Normalize discussing money.
- Explore financial wellness mistakes attorneys make.
- Discuss estate planning and documents needed.
- Identify values based on different interpretations and understandings of legacy.
- Integrate financial and estate planning to reflect values, goals, and those of family.
Production Date: 3/3/2025 | Closed captioning (CC) available
About the Presenters
Meredith Moore
Artisan Financial Strategies
Practice Area: Banking & Financial Services
Meredith Moore is the founder of Artisan Financial Strategies, LLC and has been a financial advisor for 25 years with a focus on financial planning for women in senior leadership in corporate America and women founders of small businesses. She holds a Bachelor of Industrial and Systems Engineering from Georgia Tech, is a 2017 graduate of Leadership Atlanta, a 2021 Atlanta Business Chronicle “Woman of Influence” honoree, and a member of Entrepreneurs Organization and International Women’s Forum. She is also a board member for the Atlanta Women’s Foundation and the Clarkston Community Health Center. She has guest lectured at Georgia ...
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Kristen Rajagopal, Esq.
Bequest Estate Planning
Practice Area: Wills, Trusts, & Estates
Kristen, who is originally from a Kentucky suburb of Cincinnati, graduated magna cum laude and with honors from Brown University. She received her law degree from the University of Southern California Law School, which is consistently ranked among the top law schools in the country.Kristen has been an attorney for over 15 years and has practiced law at a number of prominent law firms in Atlanta and in the San Francisco Bay Area. She has been recognized as a Super Lawyer, and previously, as a Super Lawyers Rising Star. She has served on the Board of Estate Planning and Probate ...
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