Trust & Estate Planning 101

​What happens to your assets, property, or business when life takes an unexpected turn? Or how can you set up your financial legacy to reflect your goals and values? Trust and estate planning isn’t just for the ultra-wealthy—it’s for anyone (especially women+) who wants to protect their future and ensure their wishes are carried out.

​Join us for an engaging session on Trust & Estate Planning 101, where industry experts - from the Jackson Hole Women in Finance group - will simplify the jargon and help you understand why this topic matters for your financial and personal goals.

​Meet the Speakers

• ​Kaitlin Carey: A Director at Sepio Trust Company, Kaitlin works closely with client families to implement and manage trust structures that align with their strategic goals. With a decade of investment management experience in NYC, Kaitlin brings a wealth of knowledge to the conversation.

• ​Alison Timboe: A Senior Fiduciary Strategist with Wells Fargo Wealth & Investment Management, Alison has over 20 years of experience helping clients integrate estate planning into their financial goals. Based in Jackson, she specializes in creating strategies to grow and preserve assets for future generations.

​This event is perfect for anyone looking to understand the basics of trust and estate planning or refine their existing plans. Don’t miss this opportunity to learn from trusted female professionals and take control of your financial future!