A Conference about Women for All Advisors
Pumping Up Your Niche
Many people say successful advisors in the future will have to have niche practices. Hear about the interesting client groups that these advisors service, and how that focus jump started their business.
Moderator:
Kimberly Foss, Empyrion Wealth Management
Speakers:
Stacy Miller, Bright Investments
Lili Vasileff, Divorce and Money Matters LLC, Association of Divorce Financial Planners
Effect Of Divorce On Social Security And Medical Expenses
CE Credits Pending
Divorce can dramatically affect a woman’s Social Security and medical expenses. Learn key considerations you should review with clients regarding Social Security entitlements and withdrawal strategies that will affect their standard of living. Also, hear how some couples facing serious illness are getting “medical divorces,” what that means and why they are making that choice.
Moderator:
Carol Lee Roberts, IDFA
Speakers:
Donna M. Cheswick, Cheswick Divorce Solutions LLC
Lili Vasileff, Divorce and Money Matters LLC, Association of Divorce Financial Planners
