SPEAKING ENGAGEMENTS​

 

Oppenheimer & Co. 

Women & Wealth: Planning Challenges and Strategies for Female Clients​​

The growth of women in the workforce has increased significantly over the past few decades. Women are more successful and financially independent than any time in history. The growth of this demographic presents an opportunity for practitioners to address a unique set of circumstances that may not be prevalent with their male clients.

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Topics covered in this discussion include:

• Considerations for single women when planning their estates.

• Considerations for married women when planning their estates.

• The importance for women to revisit their estate plan following divorce or the death of a partner/spouse.

• Specific strategies that wealthy women can use to best protect their assets.

• Unique challenges that elderly female client’s face that their male counterparts do not face.

• The importance of long-term care insurance and long term care planning for women.

• General guidelines for women contemplating a divorce.

• Trends regarding women entering into prenuptial agreements.

• Spousal support implications of being a homemaker versus working outside of the home.

• Special considerations for women getting divorced later in life.

• Reflections on being a women in the divorce, estate, and elder care planning industry.

 

UNtied

Members' Expert Call : Estate Planning During and After Divorce

http://untied.activehosted.com/index.php?action=social&chash=0e65972dce68dad4d52d063967f0a705.346&s=64c00ae47b4f948f787656c552013c7c

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TIGER21 

Preserving Flexibility In An Uncertain World

https://tiger21.com/presenter-bio/4838

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CIBC Atlantic Trust Private Wealth Management

Women's CIRCLE Event 

Preparing for Aging and Illness - the estate settlement process

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Long Island Advancement of Small Business (LIASB)

Business Succession Planning (How to Exit as a Winner)

http://liasb.com/77-liasb-overtime/440-liasb-business-succession-planning-how-to-exit-as-a-winner