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In celebration of International Women’s Day, we spoke to the women who are making it happen. These empowering women are building their lives, making their mark on the world and sharing their wisdom.
In partnership with Dunlap Bennett & Ludwig Posh Seven Presents the Empowered Woman Speaker’s Series.
With over 25 years of planning experience, Katie helps her clients identify financial blind spots and educates them on the most appropriate strategies and solutions to consider for protecting and preserving their wealth. Her specialty areas include estate tax and trust planning, life insurance and long term care planning, and business buy-sell and key person planning.
Before joining BKA in 2011, Katie was a Divisional Manager at Morgan Stanley with their high-net-worth Wealth Advisory Solutions and Family Office Resources group. She has held both Financial Advisor and regional planning specialist roles with the top financial firms in the industry such as Smith Barney, UBS and Legg Mason, starting her career with Merrill Lynch, in 1995. Katie earned her CFP® designation in 2003 and holds Series 7, 63, 65, Life and Health licenses and is also Long Term Care certified.
Katie was born in Washington, DC and lives in Falls Church, VA with her husband Kevin and son Ryan. She is a huge Washington Nationals fan, active in youth sports and a vocalist for community events during the holidays, sharing her passion for singing with children and senior citizens. She also enjoys skiing in Colorado and spending time at the Delaware beaches.
In this conversation, you will get the answers to the following questions:
- What type of insurance should women absolutely have?
- Nearly 4 in 10 women are the primary breadwinners for their families. If we fall into this category, what are our insurance needs?
- Approximately 60 percent of American households are dual-income households. If a womans’ income helps support her children and/or her partner, Do we still need insurance and what kind? How can I prepare in case my husband passes away? Or I end up getting divorced.
- Stay at home moms generally don’t valuate their contributions in dollar amounts, say a salary. Life insurance planning for non-income-earning spouses is often overlooked. How does one evaluate what type of insurance she will need as a stay at home mom?
- What are some scenarios women often over look?
- I own my own business. How can I protect it? Are there solutions I should consider for my business?
- What is the best advice you would give your best friend or sister about your industry?
For more information contact Katie