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Estate Planning for Twenty-First Century Families (Chapter Hosted Webinar)

September 5, 2018 @ 9:00 am - 10:00 am

Program Overview

Traditional estate and financial planning strategies no longer apply to today’s “modern” families.  This presentation will review how the definition of “family” has evolved over the decades and the planning strategies unique to blended families, same-sex married couples, and “I Do Not” couples.

 

Attendees will learn:

  • How the definition of “family” changes the estate planning landscape
  • Estate planning tips for blended families, same-sex married couples, and couples who choose to marry

 

Featured Speaker:

Cynthia Hearing, JD, CLU, ChFC, CLTC, CAP is the Lead Senior Consultant in The Guardian Life Insurance Company’s Business Resource Center.  In this capacity, Cynthia provides case consultation, case design support and technical support to Guardian’s Financial Representatives who work with closely-held business owners and high net worth individuals. Prior to joining Guardian, Cynthia was the Director of Financial Planning for a high-ranking agency of MassMutual Financial Group.  She also served as a Wealth Management Consultant for Prudential Securities’ Private Client Group working with high net-worth individuals and owners of closely-held businesses.  Prior to that, Cynthia served as Director of Financial Planning for an agency of New England Financial Group designing comprehensive financial plans for the firm’s clientele.

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE (Professional Recertification) credit have been applied for.

For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar.

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
September 5, 2018
Time:
9:00 am - 10:00 am
Event Categories:
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Organizer

Silicon Valley FSP Chapter

Venue

Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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