The Impact of COVID-19 on Your Wealth Planning
What has and has not changed for your personal wealth planning in the COVID-19 era? Dive into wealth planning opportunities and strategies that are relevant today.

Erik Hendrickson, Senior Wealth Advisor, and Kristina Jakstys, Senior Wealth Strategist, from Northern Trust address top of mind topics such as:

  • Does your plan align with your goals?
  • Are your documents, including beneficiary and power of attorney designations up-to-date?
  • Do the current circumstances of low interest rates, depressed asset values, low tax rates and high exclusions present an opportunity for you?

Please email by Wednesday, September 28, 2020 with any questions or you may submit them during the virtual meeting.

Produced by the 100WF Southern California Education Committee.
30 September 2020
3:00 PM PST
The program will begin promptly.

Erik Hendrickson
Northern Trust

Kristina Jakstys
Northern Trust
The virtual meeting access link will be included in the registration confirmation email.
If you have any questions about this event, please contact the California, South Education committee.

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Erik Hendrickson
Senior Wealth Advisor, Northern Trust

As Wealth Advisor for the Los Angeles region of Northern Trust, Erik specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, business owners, senior executives and wealthy families. Prior to joining Northern Trust, Erik was with J.P. Morgan as an Executive Director and Wealth Strategist and Director with Bernstein Global Wealth Management. Erik is the chair of the board of directors of Partners for Potential and a mentor for the Career Advantage Program at the Marshall School of Business at USC. Erik and his wife Kelly reside in Redondo Beach, where they enjoy an active lifestyle with their three boys.

Kristina Jakstys
Senior Wealth Strategist, Northern Trust

Kristina is based in Los Angeles and works with high net worth individuals and families, corporate executives and businesses owners overseeing investment management, banking, trust and estate planning, as well as succession planning, ensuring assets and debts are being put to their best use. Prior to she oversaw the Sponsor Finance credit portfolio and new business development efforts assisting private equity firms with corporate banking, fund administration and wealth advisory solutions. A Chicago native, Kristina currently resides in Santa Monica and serves on the Women’s Leadership Council, Make-A-Wish Foundation Advisory Board and enjoys hiking, skiing, and adding new stamps to her passport.
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100 Women in Finance's more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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