Women, Power, Money: Estate & Trust Planning [Powered by First Interstate Bank]

​This session will demystify the essentials of estate and trust planning, helping you understand how to build a financial legacy that reflects your values and goals.

​Led by Kristin Wilkerson & sponsored by First Interstate bank, we’ll cover:

• ​The purpose of trusts and wills

• ​Powers of Attorney

• ​Living Wills & healthcare directives

• ​What happens to your assets if you don’t have a plan

• ​How estate planning supports both personal and business goals

​Trust and estate planning isn’t just for the ultra-wealthy, it’s for anyone (especially women+) who want clarity, protection, and peace of mind. Join us for this speaker series designed to help you take control of your future and make confident, informed decisions.

​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.