The Well-Prepared Woman

In a world of too much information, what is important for every woman to know about her family’s investments, estate plan and taxes? What happens when a spouse becomes incapacitate or passes? What does she need to know and organize today, so that she will be prepared.

Please join Anne and Alyssa for a discussion on every woman’s guide to planning. Your choices today can have great impact on you and your family’s future well-being.  We will provide practical, thoughtful advice and strategies from two experienced professionals.

About Anne B. Sternlicht, CFEd®

Anne B. Sternlicht is a Managing Director and Banker in the Palm Beach office of J.P. Morgan Private Bank. With over 35 years of experience in wealth management, Anne has the privilege of being a trusted advisor to families through multiple generations. Anne has spent her career advising on all matters related to wealth creation, preservation and legacy.…