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Divorced! Tidy Up Your Loose Ends




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Divorced! Tidy Up Your Loose Ends

October 12, 2017

11:30a - 1:00p Central Standard Time

Event Location


3300 Edinborough Way
Suite 550

Edina, MN 55435
Map

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Event details:

Enjoy a no-pressure environment that guides and educates you to create a financially secure and happy household. Based on our popular book by Amy Wolff, "Keep Your Cleaning Lady, a Divorce Aftercare Financial Guide" we offer practical solutions for weekly, monthly and long-term goals. Keep your financial house in order and help your life bloom! Topics include:

- Getting Organized by Purging Documents & Creating a Filing System
- Processes to Update Your Name and Address on Identity Documents and with Service Providers
- How to Retitle Assets (bank accounts, investments, etc.)
- Dividing Retirement Plans Using a Qualified Domestic Relations Order (QDRO)
- Guidance You May Need from a Financial Planner
- Overview of Taxes, Budgets, Insurance Needs and Estate Planning

Presenter: Amy J. Wolff, CFP®, CDFA®

Cost: $25 suggested donation to Daisy Camp

To RSVP please click on the REGISTER link above.


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