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If you are in the business of helping people get their estate in order, then get your notepad ready because I've got an event you may want to know about! Join me at the Boston Estate Planning Council on October 29th 11AM-1PM. We will be drinking from the firehose as I review the various financial topics you will invariably bump into when planning for clients' futures. We will cover a lot including: -Advanced strategies to optimize Social Security monthly benefits -Finances for aging parents (or elderly clients) -Effective preparation for emergencies -Investment strategies in light of varying interest rates -Effective strategies to pay for long-term care The session will end with a Q&A, so bring your questions! No pleading the 5th will be allowed. :) DM me for details. Hope to see you there. #estateplanning #investing #longtermcare
I am excited be back at the stunning Queset House in North Easton to talk about “Health of your Wealth: Financial check-up for retirement preparation.” If you’re in your 50’s or 60’s it’s important to have financial check-ups to ensure you are on track for a successful retirement transition. During the session, we will: •Discuss key insights to help protect your family’s financial well-being •Diagnose any issues to help ensure you are on track to retire at your targeted age •Discuss advanced strategies to help maximize your future social security monthly benefit •Review what you need to know as it pertains to Medicare •Highlight recent tax and estate law changes in MA •Point out how to avoid investing pitfalls in light of changing interest rates and a transitioning economy during an election year RSVP to Becky Vilk at becky.vilk@rbc.com. Session is LIVE in person at 51 Main Street, North Easton MA. Zoom links can be sent upon request. Hope to see you there! #retirement #wealthplanning #bestblanket
Guiding someone through a divorce can be one of the most important things you ever do for a client. As a Certified Divorce Financial Analyst, I often work alongside family attorneys to advise them on how they can best advise their clients. If you are a family attorney, consider attending my session next week Oct 17th at 5:30pm - “Financial Toolkit for when Cupid is Stupid” offered through the American Academy of Matrimonial Lawyers (AAML). I will walk through the money guide for divorce that will help your client be best positioned for their next chapter and am co-presenting with Dave Consigli of FAZ Forensics. Together we'll discuss: -Assessing if the soon-to-be divorcee will be okay financially -How college financial aid rules relevant to a divorce are changing this fall -When and how is best to sell the martial home during a divorce -Qualifying for a mortgage for the lower income earning spouse -How Social Security benefits work for divorcees and how benefits can be equalized -Business valuation and forensic accounting nuances to watch out for There is a lot to consider and we will cover it all followed by a live Q&A. Message me for details to RSVP. I hope to see many of you there.