is a library of educational and informative programs. Employing what they learn, women could increase their financial literacy to potentially better navigate the transitions of their unique financial journeys.
Love, Marriage, and Money.... The Second Time Around
A five-person panel (Social Security Rep, Attorney, CPA, Licensed Mental Health Counselor, and Investment Advisor) would discuss the pertinent issues for you to consider regarding second marriages, and then open the floor to questions from the audience.
Long Term Care versus Long Term Scare
An objective look at long term care concerns and the various solutions available for you to help address them.
Divorce... All Assets Are Not 'Equal'
An overview of asset division and understanding the ramifications that all assets are not equal regarding cost basis, tax implications,* carrying costs, and more. * Raymond James does not provide any legal or tax advice.
Power of Attorney/Personal Representative/ Trustee School
Providing an insight into the functions, responsibilities, and obligations associated with these various roles you might be expected or asked to assume for the benefit of a loved one.
All Living Trusts Are Not Created Equal
Breaking down the Living Trust in understandable terms and 'everyday speak' with a focus from a woman's perspective.
Social Security Workshop
A Social Security Representative could help you
1) understand your benefit
2) strategies to help maximize your benefit
3) when and how to claim your benefit.
Mastering your 401(k), 403(b), or 457 plan
Understanding the mechanics of your company's sponsored pension plan, the investment choices available, and making wise choices regarding your participation in your company's retirement plan. We would discuss possible rollover options.