Beyond the Numbers: Legal Strategies Advisors Should Know for Major Life Events

The October 2025 Women & Finance Knowledge Circle will be held on Thursday, October 9th at 2 pm ET.

Guest speakers Theresa Ramos and Rachel Meagher will be presenting, "Beyond the Numbers: Legal Strategies Advisors Should Know for Major Life Events."

Financial advisors are uniquely positioned to help clients navigate transitions that shape both their financial lives and family legacies. This session brings together two seasoned attorneys to discuss how legal instruments—wills, trusts, and prenups among them—intersect with financial planning. Gain practical insights to identify opportunities, anticipate risks, and collaborate effectively with legal professionals. Leave with actionable knowledge to elevate your client service and build deeper trust through life’s most critical moments.