Women & Wealth: Our Ongoing Event Series

By Meg Gaisford Welborn, GW & Wade Counselor on July 21, 2016

The GW & Wade Women and Wealth team hosted two events this past June, which energized...and engaged all who attended.   

First, there was the Women & Wealth Estate Planning breakfast, held at the Newton Marriott. Attorney Emily McNeil led our discussion about the basics of an estate plan, with special focus on issues unique to women. Emily spoke to the importance of reviewing and updating all estate documents, particularly Durable Powers of Attorney and Health Care Proxies.  Attorney Denise Yurkofsky addressed some unique issues women face when in the role of surviving or divorced spouse, or the primary care provider of an elder parent. Click here to view GW & Wade’s Estate Planning Checklist.

Later in June, businesswomen Pam Lenehan, author of the book, My Mother My Mentor: What Grown Children of Working Mothers Want You to Know, presented her findings at the Wellesley Country Club. This was an insightful presentation and discussion, with many mothers and daughters in attendance.  Pam shared her stories, interviews and research about how children of working mothers have fared.  We learned that these children have grown into resilient and confident adults.  Some important takeaways from Pam’s research for working parents today include:

  • being present when you are with your kids—that is, not checking your cell phone!
  • plan vacations that are memorable and special—but this does not mean expensive.
  • recognize that it is healthy for your children to have other mentors (coaches, teachers, friends), who will help guide your children into adulthood.

The sense of relief in the room was palpable: my kids are going to be OK! Click here to view a summary of Pam Lenehan’s research and observations.

Our goal with these events is to provide a forum for information and networking for GW & Wade’s women clients, friends and contacts.  Please let us know if you have topics or questions around which you would like us to focus an event.  We sincerely welcome your input. 

To learn more about GW & Wade's Women & Wealth program, please visit http://info.gwwade.com/women-and-wealth. If you have additional questions about Women & Wealth, or about these topics or future events, please feel free to contact Laurie Wexler Gerber (lgerber@gwwade.com) or your GW & Wade Counselor. Have a great summer!

 

The information provided above is general in nature and is not intended to represent specific investment or professional advice.  No client or prospective client should assume that the above information serves as the receipt of, or a substitute for, personalized individual advice from GW & Wade, LLC, which can only be provided through a formal advisory relationship.  Please see the “Contact Us” section of our website, www.gwwade.com, for information on contacting GW & Wade. 


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