Presentations
JOSLYN PRESENTED "GRATITUDE ROCKS" TO THE FINANCIAL PLANNING ASSOCIATION
"Americans are among the most generous peoples on earth. Americans want to lend a helping hand." The presentation addressed a variety of options for sharing with others, as well as clarifying the potential tax benefits of doing so.
EVER AFTER
A Seminar for Family Law Attorneys of Montgomery County Bar Association:
Joslyn discussed:
- Alimony Streams
- Present value buy-out
- Social Security benefits
- Tax basis
- Life Insurance – estate taxation
- Annuities
The financial due diligence of "Fair and Equitable" is multi-faceted.
LET'S CALL THE WHOLE THING OFF
Financial Planners and Advisors from the Philadelpia Tri-State Chapter of the Financial Planning Association gathered to hone their skills regarding the financial due diligence of 'Fair and Equitable' with respect to:
- Personal vs. marital property
- Valuing and dividing property
- The home and investment property
- Tax problems and solutions
- Alimony and support
- Pensions and financial assets
COLLABORATIVE DIVORCE
Yes, there is a divorce process that is family-centric and non-adversarial. The Ardmore Club of Rotary International learned that strategies exist that may save money and emotional pain. Collaborative Divorce strategies have been popular in California for years are gaining traction here on the East Coast.
JOSLYN PRESENTS TO ATTORNEYS AND
FINANCIAL PROFESSIONALS
We wish it weren’t so, but 50% of all first marriages end in divorce. Typically, the wife ends up with more financial pain than her ex-husband. As a Certified Divorce Financial Analyst™ (CDFA,) my financial analysis and consequent projections capture both the present and the financial future for each partner of the couple. What a difference these numbers can make with respect to the Court’s judgment of a fair and equitable settlement.
THE NEW DECISION MAKERS
"Women want their advisers to proactively listen to them. They want their thoughts and feelings to be understood and affirmed."
SECURING YOUR FAMILY'S FINANCIAL FUTURE
"I challenge everyone here today to imprint the habit of generosity."
"As a wealth planner, I am often asked by parents and grandparents how to teach their children or grandchildren about money. Children need to be taught to SAVE, SHARE, and SPEND wisely."
GETTING AT THE HEART OF CHARITABLE GIVING
A Seminar for Attorneys and Financial Advisers
"...This session will give a detailed look at the tax structure of charitable gifts, including outright gifts, charitable gift annuities, charitable trusts, donor advised funds, and private foundations as they apply to various types of clients..."
BEYOND PRINCE CHARMING:
DO YOU KNOW WHERE YOUR MONEY IS?
"We women are often so busy taking care of others - or assuming our husbands' financial know-how is complete - that we fail to address our personal finances."
WEALTH PRESERVATION SERIES
"Do you have the proper beneficiaries on your life insurance? Your retirement plans? Have you eliminated opportunities for the government to be your beneficiary?"
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.