What is the "Financial Self Defense" program and who is the target audience?
"Financial Self-Defense" is an informative, free forum or panel discussion covering five (5) or more aspects involved in protecting and organizing one's finances when one becomes separated or divorced.
Five areas will be covered with basic pointers or "now that I'm alone, what do I do?":
- How to check and understand one's credit reports, organizing and paying down credit card debt, establishing credit
- Do I need a Will or a Trust if I have children? If I do not have children? If I own real estate? If I don't have much personal property? Consequences of no Will or Trust?
- How do I make the most of my savings and retirement? Tax consequences? Investing? Saving? Am I diversified? What is "financial planning"?
- How do I protect what I have now if I remarry: Prenuptial Agreement, when and why to get one. What happens without one?
- Accounting tips: File/IRS separate! Past taxes owed, Who is accountable per IRS?
Program Considerations:
When?
A Thursday evening, January 18, 2007, 6:00 pm until 9:00 pm.
Where?
BCC/NORTH REGIONAL LIBRARY, AUDITORIUM
1100 Coconut Creek Boulevard
Coconut Creek, FL 33060
*CALL TO RESERVE A SEAT: (954) 749-8400.
Presentation "linking" technique: A "typical" separated/divorced couple scenario will be presented. Each speaker, after speaking for 5-10 minutes presenting "Financial Self-Defense" tips in her area of expertise, will apply tips to the scenario illustrating how each area impacts on the separated/divorced individual.
There will be a Question and Answer portion after the presentations.
Speakers:
Marlene Posner Falken, Esquire
Law Office of Marlene Posner Falken. P.A.
Limited Family Law, Creditor Negotiations
Corinne B. Kahn, Esquire
Rutherford Mulhall, P.A.
Estate Planning and Probate Law
Barbara Babcock
Community Service Director
Consumer Credit Counseling Service of Miami
Stephanie S. Brandon, ChFC, CFP
Financial Services Executive
Financial Planner
MetLife Financial Services
Heidi B. Allen, CPA
H.B. Allen, P.A. | 
