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Investing and Estate Planning for Women In-Person
Protecting your Family, your Assets, and your Legacy
Join speakers from Blue Sands Wealth and Alturas Law Group for a presentation focused on estate planning, investing, and the orderly transfer of assets. This session is tailored to address issues specific to women and will cover:
- The differences between a will and a trust, and how each can protect the transfer of assets
- Proper account titling: Payable Upon Death vs. Transfer Upon Death
- The importance of a power of attorney and healthcare directives
- How efficient planning coordinates an estate plan with an investment plan
Speakers: Laura Smithman, Attorney, Alturas Law Group; and Letitia Berbaum, Founder/Wealth Advisor, Blue Sands Wealth. Open discussion to follow.
A recording of this program is available to watch on The Community Library's Event Archive.
- Date:
- Thursday, May 14, 2026
- Time:
- 4:30pm - 5:30pm
- Time Zone:
- Mountain Time - US & Canada (change)
- Location:
- John A. and Carole O. Moran Lecture Hall
- Campus:
- The Community Library
- Audience:
- Adults
- Categories:
- Lectures & Conversations
Registration has closed.