Katrina C. Lessard, CFP®, AEP®

Founder & CEO , Lessard Wealth Management

Free Financial Speaker in Phoenix

  • Estate Planning Basics: Have You Created an Estate Plan For Your Family?

    TOPIC CATEGORY: Financial

    An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan. MORE >

    In this seminar on Estate Planning Basics, you'll learn:
    * Why you need an estate plan
    * Strategies to plan for incapacity, including special health care directives
    * Wills, trusts, and life insurance
    * Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

    You will also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

    Request This Free Speech

  • Women & Money: Six Steps to Financial Security

    TOPIC CATEGORY: Financial

    Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future. MORE >

    In this seminar on Women and Money, you'll learn:
    * The unique financial challenges women face, such as longer life expectancies and more career breaks for caregiving, and how they impact long-term financial security
    * Six steps women can take to help them achieve financial security, including taking control of their money, becoming more knowledgeable investors, advocating for themselves in the workplace, planning for retirement, protecting their income and assets, and creating an estate plan

    You'll also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

    Request This Free Speech

  • Retirement Income – 5 Action Items to Chart Your Course

    TOPIC CATEGORY: Financial

    You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions. MORE >

    Join us for an educational workshop where we’ll focus on strategies designed to help you:

    • Make the most of your retirement income streams
    • Tap into your retirement accumulations
    • Understand retirement plan distribution rules
    • Invest for stability, income, and growth potential
    • Utilize financial vehicles that could last a lifetime
    • Protect your income and assets from the unexpected
    • Prepare for a more comfortable and rewarding retirement lifestyle

    Optional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.

    Request This Free Speech