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COPEC - Managing Finances during a Life Event - Roundtable Discussion

Dealing with finances after a critical Life Event is one of the most important times to update your financial situation. Whether you just had a spouse pass away, went through a divorce, lost a job, dealt with a major health issue or started to care for an aging parent, this is one of the hardest times to stay on top of your finances but can also be the most critical.

In this OPEN ROUNDTABLE DISCUSSION, our experts will openly discuss many financial issues related to these events and provide recommendations to implement to be better prepared. How can you be prepared for most typical life events? How can you stay focused on finances during a life event to keep you from making mistakes? What kind of advisor should you seek out to make sure you gain expert advice without being taken advantage of?

Please note: For this program, we will try to open chat and even microphones for attendee questions.

Round Table Discussion Presenters will be a combination of COPEC Speakers including Experts from: Retirement Strategies, Ltd., RS Tax & Accounting Services, Inc. & Golowin Legal, LLC. You can learn more about your speakers and supporting firms at COPEC website.

Go to www.copeceducation.org for full COPEC and board affiliation disclosure information and speaker information..

Aug 5, 2022 11:00 AM in Eastern Time (US and Canada)