HARTFORD, November 2, 2009: Hartford area women gathered to hear practical, actionable advice on financial and estate planning at Women, Wealth and Financial Health, a panel discussion hosted at the Connecticut Science Center on October 15 by Pullman & Comley’s Women’s Initiative and KR Wealth Management, LLC. The program addressed key issues that women should consider in planning for their overall financial health.
“We were thrilled to be able to partner with KR Wealth Management on this event,” said Diane Whitney, chair of Pullman & Comley’s Women’s Initiative. “The program shared valuable information and we were very pleased with the response and enthusiasm we received from our attendees.”
Ms. Whitney moderated a discussion with panelists Rebekah Burgio, a trusts and estates attorney with Pullman & Comley, and Patti Kane, a financial advisor with KR Wealth Management. The program covered topics ranging from planning for college expenses and retirement, to long term care insurance, to changes in Connecticut estate law and tax planning.
The Women’s Initiative at Pullman & Comley is committed to advancing women’s careers through providing seminars, networking events and awareness-raising programs for women in the firm’s local communities. Members of the Women’s Initiative actively support numerous women-and family-focused organizations as board members and sponsors.
Pullman & Comley, LLC provides a wide range of legal services to clients in the New England region, as well as throughout the United States and internationally. In addition to trusts and estates, the firm’s major practice areas include corporate and business law, health care, litigation, public and commercial finance, property valuation, real estate and environmental law. The firm has offices in Bridgeport, Hartford, Stamford and White Plains. For more information, please visit www.pullcom.com.
About KR Wealth Management, LLC
KR Wealth Management, LLC provides financial planning services, including investment management in the context of an independent firm, free from conflict of interest. The firm provides these services to business owners, executives, physicians, and other high net worth individuals and families who have complex financial situations. Through careful and deliberate planning they help their clients gain a sense of control of their financial affairs and develop a working plan to ensure that they are on track to achieve their goals.
KR Wealth Management has offices in Farmington and New London, CT and Springfield, MA. For more information on KR Wealth Management, LLC call (860) 678-6200 or visit: http://www.krwealth.com/.