The OpenArc Women's Affinity Group invites you to a special seminar presented by Atlanta Wills + Trusts Law Group:

What is an Estate Plan?

And why do you need one?

Tuesday, September 15^th at 1 p.m. ET

Estate planning is about more than documents. It is about creating a plan to protect your wishes, your loved ones, and the assets you have worked hard to build. Join estate planning attorney Amy M. Refeca for an overview of wills, trusts, powers of attorney, healthcare directives, and other key considerations to help you make informed decisions about your future.

Featuring

Amy M. Refeca

Founder, Principal Attorney

Atlanta Wills + Trusts Law Group

Amy M. Refeca is the founder and principal attorney of Atlanta Wills + Trusts Law Group by Refeca

Law LLC, a Georgia-based law firm devoted to helping families, women, and business owners

protect what matters most through customized estate planning and probate solutions. Amy and her team have helped a multitude of clients design an estate plan that reflects how they care for and keep their children and families safe, while looking toward their own futures. She routinely shares insights as a successful estate planning and elder law attorney with groups in the Greater Atlanta area.

Ashey Abate, SE-AWMA™, CRPC™

Vice President

Wealth Management Advisor

Ashley Abate is Vice President and Wealth Management Advisor at OpenArc Corporate Advisory. She helps clients simplify their financial lives by identifying and prioritizing their goals. Ashley works closely with individuals to address key areas such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services.

She is committed to crafting personalized financial strategies designed to help clients pursue meaningful outcomes while building and managing wealth for current and future generations. Ashley holds the Chartered Retirement Planning Counselor™ (CRPC®) designation.

Her areas of focus include concentrated stock management, estate planning, retirement planning, and custom financial strategies. Ashley especially enjoys the educational aspect of her role—empowering clients to become more knowledgeable investors and feel confident in their financial decisions.

Chloe Crist

Assistant Vice President

Wealth Management Advisor

Chloe Crist is an Assistant Vice President and Wealth Management Advisor at OpenArc Corporate Advisory. She helps individuals and families navigate their financial lives by identifying and prioritizing their goals. Chloe works to address key financial topics, such as asset allocation, risk management, education planning, retirement planning, tax minimization strategies, and estate planning services. She also assists clients with more complex planning around corporate benefits such as 401k’s, stock options, restricted stock units (RSU’s), deferred compensation and other non-qualified plans, as wells as navigating restricted trading windows.

Chloe earned her Bachelor of Business Administration in Finance from Georgia Southern University and is passionate about providing financial education to others.

Outside the office, Chloe enjoys staying active outdoors, writing, and traveling. Her goal is to visit a new state and a new country every year. She actively volunteers with the OpenArc team with organizations such as the Boys and Girls Club of Metro Atlanta and the Children’s Hospital of Atlanta (CHOA).

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