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Why Estate Planning is a Women’s Issue

00:50:00

May 25, 2021 01:48 PM

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Speakers

Lisa Y.W. Cosper
Attorney at Law @Morris Hall, PLLC
Lisa is the oldest of 5 and is privileged to be a part of a blended family. Lisa knows first-hand that a blended family isn’t just an ordinary family times two. It’s a special kind of family with special needs. Lisa has a strong desire to assist families and individuals and her personal and profession experiences allows her to help protect families and their loved ones. Lisa has been with Morris Hall since 2014. Prior to receiving her license to practice law, Lisa worked as a paralegal in both the estate planning and estate administration departments while attending law school.
Donja Cluff
Investment Advisor, Owner @Donja & Co.
Donja Cluff is an Investment Advisor, owner of Donja & Co., and a leading expert in debt elimination and financial education. Donja is passionate about helping working professionals sleep better at night, find the loose change in their budget, and take control of their money. Donja is an experienced coach, starting off in the health coaching industry and bringing 14 years of expertise in moving her clients to change their lives and everyday habits. She quickly realized, after changing her own life, that feeling empowered about your money will change your outlook on life for the better. She dove in head first helping clients through the Dave Ramsey SmartVestor Program in 5 cities; she began working with clients nationwide in eliminating their debt and making positive money changes for their future. Donja wants her clients to have it all: peace of mind, the lifestyle they want now, and the lifestyle they want in retirement!
Sally Abeyta
Co-founder @Integrative Clinical & Financial Services
Sally Abeyta is a New Mexico native and honors graduate of UNM Anderson School of Management, she began her career in the financial services industry as a financial advisor. Following her desire to help people in need, Sally moved into the guardianship community. Sally is a National Certified Guardian and Certified Senior Advisor. Sally serves on the New Mexico Guardianship Association board. Sally is a member of the New Mexico Estate Planning Council and the National Association of Insurance and Financial Advisors.