Estate Planning Workshop

Join us for a practical and easy-to-understand estate planning workshop focused on protecting your family, your assets, and your wishes. We’ll cover the basics of wills, trusts, and essential documents, and show you how proper planning can help avoid probate, reduce stress, save time, and keep your affairs private. Whether you’re just getting started or reviewing an existing plan, this session will give you clarity and confidence about your next steps.

About the speaker:

Partner, Managing Director Arrowroot Family Office

Diane began her career in finance in New York where she quickly became one of the first female sales managers at the firm. Over the span of her career, she has led a successful financial planning practice and a broker/dealer insurance agency.

She left her office overlooking Times Square in 2000 to return to her home state of Michigan. After working as Director of Financial Planning for a large financial services firm, she started her own firm. The Athena Financial Group was established in 2004 and grew to become one of the largest female independently owned RIAs in the state. In 2021, she merged her firm with Arrowroot Family Office, creating a firm with close to $400 million in assets under management.

Diane has taught Certified Financial Planning credentialing courses at New York University. She has given educational workshops for dozens of corporations and organizations. She published a book, Owning Your Financial Success: A Savvy Women’s Guide to Financial Empowerment and writes a monthly column for Community Lifestyles.

Diane currently is on the board of directors for The Warren Symphony Orchestra and has previously served as the treasurer of the Girl Scouts of Southeastern Michigan, the Financial Planning Association of Michigan, and on the Paint Creek Center for the Arts as Board Chair.

​In her free time, she enjoys boating, playing the piano, and volunteering in many civic organizations. She has raised two amazing children with her husband Randy, who is Associate Dean of Science at Macomb College.

Info: • Estate Planning Basics

Wills, trusts, and essential documents explained in plain English.

• What Is Probate and Why Avoid It?

• The costs, delays, and stress of probate and how planning can prevent it.

• Tools to Avoid Probate

• Revocable living trusts, proper asset titling, and beneficiary designations.

• Common Estate Planning Mistakes

The most frequent errors and how to avoid them.

• Recent Tax Law Changes and Impacts on Estate Planning

• Real-Life Examples

• Q&A Session

Open discussion and audience questions.

Also check out other Workshops in Rochester, Music events in Rochester, Entertainment events in Rochester.