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Women in Transition Webinar, Fragasso & Zacharia Brown
Key Financial and Legal Considerations When Experiencing Divorce or Loss of a Spouse

Losing a spouse/loved one or experiencing a divorce can be some of life's most emotional and confusing times. It is completely normal to feel upset and overwhelmed, but it is so important to set your emotions aside in order to make the best financial and legal decisions for you and your family. Professionals like your financial advisor and attorney can assist you in this process and help take the emotion out of your decision making.

Join Fragasso Financial Advisors and Zacharia Brown as we provide necessary guidance during what can be a vulnerable time for you. We will outline the steps logically and provide clarification, leaving little room for emotional decision making.

This live webinar will cover:

How to take control of your finances by determining assets/liabilities, your income and expenses and the importance of projecting these assets into the future

The impact of taxes on a divorce or loss of a loved one

Structuring wills, financial and healthcare power of attorneys 

What are probate vs. non-probate assets?


Investment Advice offered through Fragasso Financial Advisors, a registered investment advisor.

Jul 16, 2020 12:00 PM in Eastern Time (US and Canada)

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Speakers

Mallory Labik
Financial Advisor @Fragasso Financial Advisors
As a financial advisor and planning analyst, Mallory helps clients work towards their financial goals through proper planning. Mallory particularly enjoys helping women investors, and she frequently writes blog posts and articles in Fragasso's magazine on financial planning topics and issues relevant to women investors. She attended Duquesne University for her undergraduate studies, focusing on finance and investment management. Mallory is a CERTIFIED Financial PLANNER™ Professional and a Certified Divorce Financial Analyst®.
Jennifer Bittel Derby
Associate Attorney @Zacharia Brown
Jen concentrates her practice in the areas of elder law, estate administration, trust and estate planning, and business planning for small business clients.​ Jen received her undergraduate degree from the University of Pittsburgh, and her law degree from the University of Miami School of Law in Coral Gables, Florida. ​Jen is admitted to practice law in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court as well as the U.S. District Court for the Western District of Pennsylvania.