Be Prepared. Be Empowered. (1 CFP CEU)
Leslie Geller, J.D., LL.M., Wealth Strategist
(1 CFP CEU)
Please join us for our next virtual educational program on Thursday, June 25th, from 4:00pm-5:00pm. We would also like to offer our sincere appreciation to Capital Group|American Funds for kindly hosting this event.
Knowledge is power when it comes to being prepared for a spouse's death or a divorce, yet many clients don't even know the right questions to ask to access the information they need to insure their future financial security. Although both spouses struggle with this problem, because of the prevalence of certain traditional gender roles, women in particular suffer the consequences of incomplete information when it comes to their rights and obligations upon death or divorce.
Advisors can make themselves trusted resources for the women in their books by showing them the types of questions that they should be asking their professional advisors during the financial planning process, and guiding them to the key pieces of information that they should be looking for in the responses.
Join Leslie Geller, a former tax and estate planning attorney, as she walks you through a hypothetical case study to highlight the potential pitfalls women may face upon the death of a spouse or divorce, the most important questions women should be asking to avoid these pitfalls, and the essential information women need to insure they feel empowered and prepared to manage their financial futures.
For more information regarding the program and to register, click on "more event details" link below.