Lili will be speaking at a variety of upcoming engagements, including:
April 19 – National Webinar: “The Platinum Retirement Challenge – Gray Divorce” for the Retirement Resource Center Professional Development Series at https://www.retirement-resource-center.com/
May 2 – New York City Bar on the financial issues in divorce: “Divorce 101.”
June 1 – FPA New York Chapter with Jeremy Doyle, BNY Mellon Title: “Divorce and Taxes.”
“Maybe if I can’t afford this house and I have to sell it in two years and it’s all on me, I only get the exclusion up to $250,000, whereas if we sold it as a couple, we could have had a $500,000 exclusion and saved ourselves a lot more in profit.” – Lili Vasileff in re: discussion of tax smart asset division tips for divorce.
“It’s hard to overcome a client’s enamored passion,” said Lili Vasileff, a certified financial planner in Greenwich, Conn. “Time might prove you right [that the marriage was a mistake], but by that time you’re long fired.”
