Secure Your Future

New year, new changes to estate and tax laws. Fortunately, Claridge Court planned ahead, so if you haven’t prepared for the coming updates in 2024 and beyond, we’ve got you covered.

Our community will be hosting two financial experts, Laura McKnight, JD, and Ann Woodyard, MBA, PhD, CFP, to help tackle these upcoming changes at our Secure Your Future event at 4 p.m. on February 28th and we want you to be there! Learn how to navigate the upcoming financial landscape while mingling with residents and snacking on hors d’oeuvres catered by our culinary team.

Meet the Speakers

Laura McKnight, JD, serves as Managing Director of Practice Development at Creative Planning. She has written articles and editorials for WSJ MarketWatch, The Downey Patriot, Las Vegas Tribune, Hawaii Reporter, Atlanta Journal Constitution, and more.

Ann Woodyard, MBA, PhD, CFP, is an International Financial Planner at Creative Planning Private Wealth Management. She has served as a faculty member for the University of Alabama and University of Georgia, and her work has been published in The Journal of Financial Counseling and Planning, Financial Services Review, and more.