3547 - Investments & Estate Planning: The Critical Connection between Investment Strategy & Estate Planning (Angela Rehkop)
Course Description
Instructor: Angela Rehkop
Your investments and your estate plan are more connected than you may realize. This course explains how the choices you make with your money today—such as where and how you invest—can affect what happens to your wealth in the future. We’ll discuss how estate planning tools like wills, trusts, and beneficiary designations work alongside your investment strategy to help you grow, protect, and pass on your assets. You’ll also learn about tax-smart ways to transfer wealth, strategies for charitable giving, and steps you can take to prepare your loved ones for the future. By the end, you’ll understand how to bring your investment and estate plans together so your financial goals and legacy are aligned. (10AM-12PM)
Bio: Angie Rehkop has spent over 30 years in financial services, and her background makes her uniquely positioned to help her clients organize themselves financially and plan for retirement on their terms. At Financial Care Providers they've weathered market cycles, closed estates, transitioned businesses, and navigated unique situations. They develop and recommend the right solutions for our clients because they are empowered to be independent thinkers based on decades of personal experience, an extensive resume’ of professional practice, a broad base of industry relationships and a host of strategic contacts serving your specific needs as they arise.