Join us for this informative, complimentary luncheon if you are:
o considering marriage/remarriage or recently remarried or;
o combining families and finances or;
o concerned with protecting assets for your children
Topics addressed in the presentation will include:
o Premarital agreements to provide certainty and peace of mind
o Blended assets and the preservation of wealth
o Trusts to ensure children will be cared for financially
o Strategies to protect benefits such as Social Security (specifically loss of widow benefits) and pensions
o Issues that affect alimony and child support
o Beneficiary designations for life insurance and retirement accounts
o Division of expenses and management of bank accounts and investments
Registration is required. Go to https://blended-family-financial-legal-issues.eventbrite.com and reserve your ticket. Due to the space, only a limited number of tickets are available.