Women and Financial Planning FP1120 Seats Available
Women and Financial Planning
4/20/2021 to 5/4/2021
- Gary P. Ruchin
- Tuesday 6:30 PM - 8:30 PM
Do women face special or different financial concerns?
Women who are married, single, divorced or widowed may have financial challenges where financial planning is concerned.
The issue may be that women are not as confident about financial matters even though women handle many of their families’ routines and money management. Not all women lack financial skills but many lack the time. Studies show that women may inherently be better investors as females are less prone to risky behavior.
This three-evening program will discuss aspects of Financial Planning for Women and help provide a resource for success in financial planning. A program agenda is planned, but the actual agenda will be guided by the attendees and areas of financial planning requested to be examined. Topics open for discussion will be QDROs, taxes, retirement plans, understanding investments, investment selection, insurance and your financial concerns.
Attorney Elizabeth Foran will be present on the second evening. She will discuss legal areas women need to understand such as wills, powers of attorney and ownership of assets.
On the third evening, Psychologist Kathie Moffitt, PhD will discuss topics related to understanding new research.
In-lieu of our normal classroom fee, a donation will be made to a charitable organization the class decides upon.
In lieu of our normal classroom lab fee, a donation will be made to a charitable organization the class decides upon.
- Class Fee $20.00
Note: Class has been CANCELLED