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The FinPhobia Series of Educational Events 

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These professional, panel discussion events are specifically designed to help company's employees, individuals and families, confidently address life's ever- present financial obstacles.  

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Ask yourself:

  • Who do I speak with for advice?

  • Who is qualified to answer these questions?

  • What should I ask of that person?

  • How will my actions affect me?

  • Who will do this for free?

EDUCATIONAL RESEARCH THROUGH  INTERACTIVE PANEL DISCUSSIONS With the following Professionals

You may want to participate or just observe and listen to a Real Estate Attorney.

​Some Ideas on what to ask:

  • Quit Claim Deeds?

  • Keeping my deposit?

  • Final walk through expectations?

  • Who represents who in the deal?

  • Who is responsible for prior owners electric bill and more?

REAL ESTATE ATTORNEYS

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You may want to participate or just observe and listen to an Elder Care Attorney.

​Some Ideas on what to ask:

  • Gov't Benefits & Wealth disqualification? 

  • When to activate a Power of Attorney?

  • Joint accounts with Elder parents?

  • Divorced Elders parent's issues

  • Sharing responsibilities with my siblings

ELDER CARE /
FINANCIAL EXPLOITATION
ATTORNEY

You may want to participate or just observe and listen to an Inheritance / Estate Planning Attorney.

​If you would like to participate,

some Ideas on what to ask:

  • A Will or a Trust? Which is better?

  • Can my spouse or a parent cut me out?

  • Can an In-Law grab my estate?

  • Who will care for my children?

  • How would an inheritance affect my child with special needs?

INHERITANCE PLANNING 
ATTORNEYS
FAMILY
LAW ATTORNEY

You may want to participate or just observe and listen to a Family Law / Divorce Attorney.

​Some Ideas on what to ask:​

  • How to divide marital assets when equitable does not mean equal!

  • My partner of 15 years promises to leave me the house. Can any issues arise with their children should my partner die?

  • Can I change my divorce agreement?

FAMILY
LAW / DIVORCE ATTORNEYS
CERTIFIED PUBLIC 
ACCOUNTANT
CPA®

You may want to participate or just observe and listen to a Certified Public Accountant.

​Some Ideas on what to ask:

  • I owe back taxes? Am I in trouble?

  • My tax bill is too high?

  • Can I trust a storefront tax preparer?

  • Should I use a big CPA firm?

  • Am I liable if my CPA makes a tax error?

CERTIFIED PUBLIC 
ACCOUNTANTS
CPA®

The Center For Financial Education, INC

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1301 E. Broward Blvd.| Suite 335

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Fort Lauderdale | FL | 33301

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954.245.6677 | FinPhobia.org

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