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WIFS Northeast Florida: Bridging the Gaps in Estate Planning

WIFS Northeast Florida

Tuesday, November 13, 2018 from 11:30 AM to 1:00 PM (EST)

WIFS Northeast Florida: Bridging the Gaps in Estate...

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Registration Type Remaining Sales End Price Fee Quantity
WIFS Member 30 Registrations Not Started $25.00 $0.00
WIFS Guest 15 Registrations Not Started $30.00 $0.00

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Event Details

November's Special Presentation: 

 Bridge over a Canyon

Bridging the Gaps in Estate Planning:

Who, What, and Why?

In the insurance and financial services industries, we often recommend to our clients that they should have a will. It is probably something we commonly ask when we first start working with a client. But do you know what goes into a full estate plan? Are you aware of how the law in Florida has changed in the past several years regarding ancillary issues? Do you know what happens if a client does not have a plan? When a client asks you questions about estate planning, do you know how to answer without crossing the line of violating the laws against unlicensed practice of law? And what is critical for YOU to do with your clients so they have an estate plan that best meets their goals?

Jacksonville attorney Jana R. McCreary will speak at our November luncheon to address these issues and more. As an estate planning attorney, Jana has a particular passion in making sure clients’ individual goals are met, no matter their life situation. Jana also values the team approach for clients, wanting to make sure to work along side their accountant, insurance agent, and financial professional to make sure everyone is on the same path with the same destination in mind.


 Jana R. McCreary, J.D, LL.M.

Jana R. McCreary, owner of McCreary Law Office, P.A., graduated with her Juris Doctor, summa cum laude, in 2002, later earning her Master of Laws at Southern Methodist University. She opened McCreary Law Office in 2014 to provide personalized and individuated estate planning services for clients, focusing on plans that seek to provide peace of mind, protection of assets, and assurance for loved ones. Her practice also includes Elder Law, through which Jana works to help clients sort out complex family and financial situations often faced by seniors and persons with disabilities.

Before practicing law, Jana worked for over a decade with adults and children with intellectual disabilities and mental illness in acute then in long-term care. After law school, Jana spent three years as an attorney with the Court of Appeals for the Fifth District of Texas at Dallas before transitioning to academia. She taught law for eight years, in Texas, Tennessee, and then Florida. Her work in long-term care, her devotion to education and teaching, and her personal experiences with estates and probate contribute to a dedication and passion in her law practice.

Jana, a third-generation Texan, has called Florida home for over ten years. But her Texas roots remain strong--from an ancestor who fought in the Alamo to four generations (she was in the third generation and the first female in her family) of graduates from Texas A&M University. In her personal life, in addition to cheering for the Aggies in SEC football, Jana's passion is travel, having visited at least thirty-six countries on five continents.  

  


 

Cost (includes lunch)

$25 members

$30 non-members


 

E-mail us @ info@wifsnefl.org

 Interested in becoming a member? Join today at www.wifsnefl.org

Like us on Facebook: https://www.facebook.com/WIFSNEFL 

 

About Women in Insurance and Financial Services

As the premier professional organization for women in the insurance and financial services industry, Women in Insurance & Financial Services (WIFS) is dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential.

Have questions about WIFS Northeast Florida: Bridging the Gaps in Estate Planning? Contact WIFS Northeast Florida
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When & Where


Seasons 52
5096 Big Island Drive
Jacksonville, FL 32246

Tuesday, November 13, 2018 from 11:30 AM to 1:00 PM (EST)


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Organizer

WIFS Northeast Florida

As the leading professional organization for women in the insurance and financial services industry, Women in Insurance & Financial Services (WIFS) is dedicated to attracting women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential. Today with 22 chapters nationwide, over 1,100 women have already discovered the resources, inspiration, and friendships unique to WIFS.

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