Financial Series: 3RD WED OF MONTH

  • 11/19 -Importance of Finances/budgets– Concerns for Women. Getting financially organized and educated.  Wine, Cheese & Choc
  • Wills and Trusts, What estate planning vehicle do you drive and why? Warm up to comforts of Estate Planning
    •  1/15 (Soups, Chili, Salad)

Wealth transfer- Distributing 401k and IRA pensions — Effects of divorce, bankruptcy and estates

  •  2/18 Dinner; Location TBD
  • Beneficiary designations (having none, minor children, listing trust)
    • 3/18 Dinner; Location TBD
  • Corporate- Buy-sell agreements, key man policies,   Corporate forms set up?
    • 4/16 Wine & Cheese
  • Longterm care- Medicaid, estate planning, Spending down– what type of care do you want?
    • 5/20 Wine & Heavy Hors d’oeuvre