• FREE: Generational Wealth, Part 2: Estate Planning
Workshop | 45 min

FREE: Generational Wealth, Part 2: Estate Planning

  • $0.00

Not sure which session or package is right for you? Start with a complimentary call with an Ellevest CFP® pro.


Estate planning — or making a plan for what will happen to your assets when you’re gone — is something many of us don’t even consider until later in life. But, like most things financial planning, the sooner you start, the better off you (and your loved ones) will be.

In this live, 45-minute workshop, an Ellevest CFP® pro will cover everything you need to know about estate planning — from the importance of doing it (especially for women) to the different ways of creating and preserving wealth for the next generation, whatever that looks like for you.

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.

Upcoming dates & times:

Thursday, July 11 6pm ET

Thursday, July 25 12pm ET

What to expect

  • A presentation led by an Ellevest CFP® pro, with time for Q&A
  • An overview of the estate planning process
  • An explainer about the importance of estate planning 
  • A breakdown of different estate planning tools (and when to use them)

How It Works

After you check out, click “Register Here” on the confirmation page.

Register for an upcoming date and time via Zoom. (You can browse the schedule here.)

When it’s time, join the workshop via Zoom. If you miss it, you’ll get a link to re-register.