FREE: Future Proofing Your Family’s Wealth: Next-Gen & Inheritance Planning

The Great Wealth Transfer is history-making for women and their wealth. Join Emily Green, Ellevest’s head of wealth management, and estate attorney Lara M. Sass, Esq., AEP® for a conversation covering the generational wealth opportunities and challenges families are encountering, including the immediate steps to take today to be prepared for a future windfall.

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, March 14 at 3 PM ET

This workshop is great for anyone who needs high-level guidance around inheritance planning.

Need more detailed or personalized guidance? Book a complimentary call to see which 1:1 session is right for you.

This session is designed for US residents only. This session is intended to provide tax planning strategies, and not to provide individualized guidance or advice. Ellevest cannot provide business, tax, or legal advice.

Workshops and presentations can’t be recorded or distributed. If you miss your workshop, you will receive a link to register for a new date and time.