The Money She Didn't Expect Yet-Tips and anecdotes on working with the newly divorced or widowed
Date: Monday, March 27, 2017
Time: 12:00pm - 1:00pm
Location: Petroleum Club of Anchorage
Speaker: Cathie Straub, CPA, CFP, VP, Wealth Mangement for Individuals, APCM and Laura Bruce, CFP, ChFC, SVP, Director of Client Relations, APCM
Cathie Straub and Laura Bruce will talk about why planning for women is different, including statistics about women, longevity and money. They will tell stories about what catches both men and women off guard about grief and transitioning money. They will explore the state of grief, what to expect for decision making and the right vs wrong things to say.
