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Women, Power, Money: How life events impact our financial wellness, planning & strategies [Powered by First Interstate Bank]
Life changes can dramatically impact your financial reality, yet most women are never taught how to adapt their money strategy for when life evolves.
In this speaker series sponsored by First Interstate Bank, VP & Wealth Advisor Kristin Wilkerson will explore how major life events affect your financial wellness and the planning tools that help you stay prepared and empowered. We’ll cover:
How to align your money with your current life stage and future goals
Financial planning strategies including: Insurance, Investments, Cash reserves, Debt & mortgages, 401(k)s & 529 plans
Whether you’re preparing for retirement, sending a child to college, navigating caregiving or want to feel more confident with your finances, this speaker series offers practical guidance you can use immediately.
Kristin Wilkerson, JD, CTFA, CDFA® is a Vice President and Wealth Advisor with offices in Sheridan and Jackson, WY and has been in wealth management since 2010.
In her role, Kristin specializes in providing customized strategies for institutions and individuals alike through a comprehensive financial planning process that focuses on developing wealth plans considering both short- and long-term goals. Kristin holds Bachelor’s Degrees in Business Administration and Sports Administration from the University of Nebraska-Kearney, as well as, a Juris Doctorate from the University of Wyoming College of Law. She is licensed to practice law the State of Wyoming and the United States District Court for the District of Wyoming (currently non-practicing). She holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association and is a Certified Divorce Financial Analyst® practitioner. She is also a 2016 Leadership Wyoming graduate.