Claiming Financial Confidence: Estate Planning and Trust Formation​

Asel Lindsey will present the Women in DSO Wellness Workshop, “Claiming Financial Confidence: Estate Planning and Trust Formation​.” This practical and empowering workshop is designed to help leaders better understand estate planning and trust formation.

Key Takeaways:
• Understand the purpose and impact of estate planning
• Learn the core legal documents everyone should have in place
• Explore when and why a trust may be beneficial
• Discover how assets pass — and how to avoid common mistakes
• Gain clarity on where to begin and how to feel confident in the process