Joe Di Gangi, CFP and settlement specialist, discusses the inner workings, options, potential land mines and insightful ways to help clients who suddenly come in to a "lot of money." This often the case for people who settle cases involving Personal Injury, Sexual Harassment, Employment, or Divorce. Or, perhaps those few lucky enough to hit the lottery!
Whatever the source of "sudden money," Joe's presentation reinforced that the field of settlement planning is a specialty that requires experience and careful planning. The 93% "excellent" rating from the attendees is evidence of the quality of Joe's presentation.