An Educational Webinar Presented by WWM Financial’s Proactive Wealth Process
A well-crafted estate plan isn’t just about distributing assets—it’s about protecting loved ones, preserving family harmony, and creating a legacy that endures for generations.
Join WWM Financial and guest speaker Gita K. Nassiri, JD, MBT, CPA, managing attorney at Capital Legacy Law, Inc., for an insightful discussion on how to align your financial plan and estate plan to ensure your wealth continues to make a positive impact long after you’re gone.
In this exclusive educational session, you’ll learn:
- How estate planning and financial planning work hand-in-hand to protect what matters most
- Strategies to maximize 2025 gifting and exemption opportunities before the current limits sunset in 2026
- What changes may be coming in 2026 and beyond, and how to prepare now
- A year-end estate planning checklist to make sure your plan is up to date
With over three decades of experience as both an attorney and CPA, Gita K. Nassiri brings a uniquely practical and compassionate approach to helping families navigate the complexities of wealth transfer and legacy preservation.
This is more than a webinar—it’s an opportunity to give your loved ones the most meaningful gift of all: clarity, security, and peace of mind.
Date Recorded: 12/04/25
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.