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Community Forum for FPA NCA Chapter!
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Community Forum for FPA NCA Chapter!

Register for this Community Forum! Presented by Transamerica! Marriage and Money! A Timely Topic for all!

 Export to Your Calendar 10/15/2020
When: 10/15/2020
11:00 am
Where: Map this event »
Community Forum - Presented by Transamerica!
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 10/15/2020
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PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE.

 

Please join us for our Community Forum!

A time to ask questions, look for familiar faces, and get support from your FPA NCA chapter community!

Please RSVP for ZOOM call to ensure proper lines enabled!

Join us for a few minutes of informal time to talk and have community support!

 

It may come as no surprise that married couples don’t always agree on everything. Going beyond the petty squabble regarding who does the dishes or who gets control of the remote control, many married couples disagree on many aspects of their financial lives, such as: • Expected lifestyle in retirement • Where they will live in retirement • If they expect to work in retirement • Whether to hold accounts singly or jointly • Who should be the primary beneficiaries on their accounts? Today we are going to discuss financial strategies for one very important segment of the population: married couples, including nontraditional family structures, as well as divorce implications, retirement considerations and estate planning considerations.

 

Speaker - Michael Sosnowski, CFP®

See Bio for Michael Here!

  Approved for 1 CFP CE! Approved for 1 CIMA CE!

 

 

Bring your own lunch, your tips and your questions! Please come join us and share your ideas on this topic!

 

 Zoom call information distributed once registered and closer to the event!