Hi Ladies,

Are you an attorney, financial advisor, or nonprofit leader? I’d love to share with you some information to help you grow your practices and organizations. We are in the midst of the Great Wealth Transfer – for the next couple of decades with trillions in motion. And in some cases, women will be double inheritors – from parents and a spouse. I have unique insights as a philanthropic advisor working with women who are generous and want to make an impact through charitable giving.

Let me show you how your businesses and organizations can engage and retain women as clients and supporters, and their families for years to come.

Why ladies you ask – let’s start with the obvious. We are multifaceted and diverse in our lives, careers and interests. Living as mothers, wives, daughters, sisters, aunts, caregivers, volunteers, professionals, stay-at-home moms, community leaders, business women, athletes, philanthropists, and the list goes on. 

Get ready for some new and innovative ideas coming your way soon. I promise to make The Ladies’ Estate Planning Tea® a game changer when it comes to legacy ideas. Feel free to drop me a line – be part of the conversation. I’d love to hear from you.

All the best tea,

AJ Betts

Founder, Ladies’ Estate Planning Tea®

Aquanetta Betts worked as an attorney and helped clients plan their estates. She also has assisted non-profit supporters create gift plans that support causes they are passionate about. As an estate and philanthropy coach, she helps women to overcome barriers to estate planning and reach their estate and charitable planning goals. She enjoys participating in community outreach events for National Estate Planning Awareness Week. A daughter of the south – Aquanetta loves muscadines, peach cobbler, and eating fish and grits for breakfast. She celebrates the vibrant heritage of the Gullah Geechee, and their communities along the southeastern coast of the United States. She is a proud member of Alpha Kappa Alpha Sorority Incorporated®.

Speaking engagements

Need a dynamic speaker for your next event? Aquanetta Betts is a sought after speaker for both local and national events. She frequently speaks on topics such as:

• Estate Planning and Economic Wellness: How to Protect You and Your Family
• The Charitable Giving Spirit: 5 Things Grandma Taught Me About Generosity
• What You Should Know About Estate Planning
• Planning Giving 101
• The Dynamic Duo: Estate Planning and Planned Giving – What You Should Know About The Pair
• The Great Wealth Transfer: Women, Generations, and Planned Giving Insights

Her recent speaking engagements have been as a presenter of the Peter and Charlotte Cade Case Study. This case study that she created highlights the story of a family that has a small business, heirs’ property ancestral land, and retirement concerns. They need estate planning, financial advising, business services, and charitable planning (guidance on their giving to an alma mater HBCU, the family church, and other causes). Contact Ladies’ Estate Planning Tea® for speaking engagement information, additional topics and fees. Book Aquanetta for your next event.