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Divorced! Tidy Up Your Loose Ends
Thu, April 20, 2017, 4:30 PM – 6:00 PM CDT
Enjoy a no-pressure environment that guides and educates you to create a financially secure and happy household. Based on our popular book by Amy Wolff, “Keep Your Cleaning Lady, a Divorce Aftercare Financial Guide” we offer practical solutions for weekly, monthly and long-term goals. Keep your financial house in order and help your life bloom!
- Getting Organized by Purging Documents & Creating a Filing System
- Processes to Update Your Name and Address on Identity Documents and With Service Providers
- How to Re-title Assets (bank accounts, investments, etc.)
- Dividing Retirement Plans Using a Qualified Domestic Relations Order
- Overview of Taxes, Budgets, Insurance Needs and Estate Planning
Presenter: Amy J Wolff, CFP®, CDFATM
Cost: $25 suggested donation (Scholarships are available, please contact email@example.com to register for a scholarship).