

Ask The Expert: Estate Planning 101 (with Steward)
Registration
About Event
Join us for a conversation with the folks from Steward, a modern and streamlined approach to estate and generational planning.
SOWM founder Kate Westlund Tovsen (estate planning newbie!) will help demystify the process — and Steward as a tool — through a moderated Q&A with Samantha Smith (Head of Legal) and Meg Palazzolo (Head of Client Success).
We'll discuss some of the key planning habits and decisions that successful families make during estate planning. These tips, typically reserved for Steward clients, will how you better plan, optimize, and build your legacy.
Members and friends of SOWM will be eligible for an exclusive $500 discount for their comprehensive estate plan — sign up to access the code!