MLCC NIGHT AT THE SPA:
REDUCE STRESS, PHYSICALLY AND FINANCIALLY

Joslyn talked to Main Line Chamber of Commerce Women about three ways to reduce their financial stress.

1. Improve communication using the "Financial Relationship Index" as a springboard.
2. Identify and Honor your money personality; and
3. Define investing and implement a long-term plan for achieving your financial goals.

JOSLYN G. EWART
HONORED BY THE PHILADELPHIA FOUNDATION

Joslyn G. Ewart's firm is the financial partner of successful individuals and families. They work diligently to ensure that what is most important to every client is fulfilled and satisfied. Joslyn enjoys spreading the message of 'sharing the wealth' with the larger community. One initiative is her bi-weekly Main Line Suburban Life newspaper column, CONVER$ATIONS.

RETIREMENT AND PENSION ISSUES IN A DIVORCE; HOSTED BY THE NATIONAL BUSINESS INSTITUTE

In this seminar, Joslyn spoke about using retirement accounts to cover past and future maintenance obligations, malpractice risks in allocating retirement accounts in a divorce, and valuing the impact of Social Security benefits in an equitable division. This seminar contained valuable intermediate to advanced level information regarding financial issues in divorce for: Family law attorneys, dispute resolution attorneys, mediators, arbitrators, accountants, and financial planners.

TAKE CHARGE OF YOUR FINANCIAL CHOICES

Joslyn G. Ewart
President, Entrust Financial, LLC

Your money is a powerful tool for giving. Joslyn's rich professional financial and philanthropic expertise will illuminate how informed financial management can strengthen the impact of your money for you, your family, and the community. She'll also review new options in giving and how to use them to optimize tax implications.

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?"