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Discover how aligning your finances and estate planning can protect what matters most. Get clear, practical guidance to safeguard your assets, your wishes, and your legacy.
Join us for an engaging and interactive session where your financial plan meets estate plan to help you secure your legacy. We will offer practical tips and illustrate how coordinating these two plans can better protect your wealth and your wishes. Whether you are a busy professional or nearing retirement, learn why having one plan without the other is like having a map with no destination! We will cut through the jargon and give you actionable steps to better ensure you hard earned assets end up exactly where you want them.
Lunch will be provided.
Danielle M. Woods is a Tennessee-licensed lawyer and owner of the Woods Law Firm, PLLC. Danielle focuses her legal practice on estate administration, estate planning, conservatorship, and guardianship. She is frequently appointed as Guardian ad Litem and Attorney ad Litem in probate matters.
Mary Golden and Lawson Arney of Raymond James are dedicated to helping individuals, couples, and families navigate major life transitions and adapt to the changes that come with building a secure financial future. They specialize in creating personalized financial strategies designed to reduce stress as life unfolds.
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1100 Ridgeway Loop Rd. Ste 600, Memphis, TN 38120
901-766-7700
Raymond James and Associates, Inc., Member New York Stock Exchange/SIPC
The Library adheres to the Americans with Disabilities Act that assures equal access to all library facilities, activities, and programs. Every attempt will be made to accommodate the needs of persons with disabilities, and the Library welcomes input from persons with disabilities about ways the Library can serve them. Questions about ADA compliance should be addressed to the Library Director.
To request ADA accommodation, please complete the Reasonable Accommodation Request Form. Copies are available at the Information Desk and can be found on our website in the "Services" tab.
Disclaimers Related to Library Programs:
Endorsements: The Lucius E. and Elsie C. Burch Jr. Library participates in cooperative programs with other organizations, educational institutions, businesses, and individuals. Library sponsorship of a program does not constitute an endorsement of the content of the program, views expressed at the program, or the program presenter or performer.
Food Allergies: Items used at this event may contain allergens including but not limited to nuts, gluten, and soy. Accordingly, the Library will not be liable for such harm to any individual resulting from such allergens. If it is a concern, please ask about allergens before attending the event.
Photo/Video: The Lucius E. and Elsie C. Burch, Jr. Library reserves the right to use any photograph/video taken at any event sponsored or hosted by the library without the expressed permission of those included within the photograph/video. Photographs/videos may be used in publications, brochures, postcards, posters, newspapers, social media, television, websites, etc., for the purposes of event promotion.
Hold Harmless: The Lucius E. and Elsie C. Burch, Jr. Library shall not be liable for any injuries, damages, or losses incurred by attendees during library events. Attendees expressly agree to release, indemnify, and hold harmless the Lucius E. and Elsie C. Burch, Jr Library and its representatives from any claims arising from participation in the event.
The Lucius E. and Elsie C. Burch, Jr. Library serves the Town of Collierville as an information hub offering materials and programming for all ages, three 4-person study rooms, and a 40-person meeting room. It sits in a beautiful location in Halle Park near Collierville Town Hall.