the center for
financial education
A 501(c)(3) Non-Profit Organization
The FinPhobia Series of Educational Events
These professional, panel discussion events are specifically designed to help company's employees, individuals and families, confidently address life's ever- present financial obstacles.
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 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?
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?
