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Guest Expert: Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLCIn this webinar, financial planner Rick Fingerman, CFP®, who specializes in creating financial wellness for widows, covered a broad spectrum of topics, beginning with the creation of a thorough fin...
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A few comments from listeners when they were asked what the learned from the webinar:
The session was very informative. I enjoyed hearing about the steps to take at the end of life. e.g. don't close banking accounts, get titles to vehicles signed prior to death
- Alisha M.
A lot of specific tips and hints on how to prepare before someone actually passes away.
- Elizabeth L.
Appointing a beneficiary for CCRC return of down payment. Using SSN to find out online if person owns outstanding savings bonds.
- Carrie F.
Good reinforcement and some new ideas around being aware of bonds and using TD direct to check and guns.
- Daniel J.
I learned of the many items that can be subject to probate if not titled correctly or considered when planning.
- Marian J.
I love check sheets so the webinar materials did give good lists to work from so clients can start the gathering process.
- Linda R.
Real estate owned by our snowbird clients' needs to be planned for with additional care; checking Treasury Direct for outstanding bonds; checking with credit card companies about rewards points transferring to beneficiaries or the estate.
- Kathryn Y.
The session was very informative. I enjoyed hearing about the steps to take at the end of life. e.g. don't close banking accounts, get titles to vehicles signed prior to death
- Alisha M.
A lot of specific tips and hints on how to prepare before someone actually passes away.
- Elizabeth L.
Appointing a beneficiary for CCRC return of down payment. Using SSN to find out online if person owns outstanding savings bonds.
- Carrie F.
Good reinforcement and some new ideas around being aware of bonds and using TD direct to check and guns.
- Daniel J.
I learned of the many items that can be subject to probate if not titled correctly or considered when planning.
- Marian J.
I love check sheets so the webinar materials did give good lists to work from so clients can start the gathering process.
- Linda R.
Real estate owned by our snowbird clients' needs to be planned for with additional care; checking Treasury Direct for outstanding bonds; checking with credit card companies about rewards points transferring to beneficiaries or the estate.
- Kathryn Y.
The session was very informative. I enjoyed hearing about the steps to take at the end of life. e.g. don't close banking accounts, get titles to vehicles signed prior to death
- Alisha M.
A lot of specific tips and hints on how to prepare before someone actually passes away.
- Elizabeth L.
Appointing a beneficiary for CCRC return of down payment. Using SSN to find out online if person owns outstanding savings bonds.
- Carrie F.
Good reinforcement and some new ideas around being aware of bonds and using TD direct to check and guns.
- Daniel J.
I learned of the many items that can be subject to probate if not titled correctly or considered when planning.
- Marian J.
I love check sheets so the webinar materials did give good lists to work from so clients can start the gathering process.
- Linda R.
Real estate owned by our snowbird clients' needs to be planned for with additional care; checking Treasury Direct for outstanding bonds; checking with credit card companies about rewards points transferring to beneficiaries or the estate.
- Kathryn Y.