Ms. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been helping a select group of clients for nearly two decades. Katrina holds the Certified Financial Planner™ certification and acts as a fiduciary. She is the founder and President of Lessard Wealth Management.
Katrina has extensive experience in integrated financial planning including an emphasis on advanced estate planning techniques, charitable gifting strategies, investment tax planning strategies, and wealth management. Katrina works in coordination with CPA's and Estate Attorney's to ensure financial plans are working in sync.
Ms. Lessard is active in several non-profits and volunteers in many community projects and activities. Katrina serves on the Historical Advisory Committee for the Town of Paradise Valley (2018-2021). She also serves on the board for the Town of Paradise Valley Women's Association.
3 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Katrina contacts you to discuss the details of the request.
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.
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.
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.
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.
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.
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.
Free Speakers Phoenix is a pro bono speakers bureau. Since 2017, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Phoenix area. Browse the full list to book a free guest speaker in Phoenix, or learn more about how it works.
