WOW Me! - Women on Wealth Management Education

25 Quick Minutes on Important Facts and Things to know about insurance premiums including: Factors Driving Premium Increases Potential Strategies for Managing these Costs Future Trends and Solutions Presented by Brian Vivadelli, LUTCF

25 Quick Minutes on Important Facts and Things to know about BONDS including: What kind of bonds can be cashed in? What happens if bonds are lost? What happens to uncashed bonds when you die? Presented by Kim Dyer, Financial Advisor

25 quick minutes on important facts and things to know about LinkedIn including: How to leverage the capabilities of LinkedIn Understand how to0 get better referrals and introductions from existing LinkedIn connections Ho to expand your presence and brand (personal or professional) on LinkedIn

25 Quick Minutes on Important Facts and Things to know about SOCIAL SECURITY BENEFITS including: When to file for your social security benefits. Why it is important to establish an online account with the Social Security Administration. Clarification on spousal benefits and how to claim them. Presented by Pamela Prine, Financial Advisor and  NSSA® Certifcate Holder (National Social Security Adviso...

25 Quick Minutes on Important Facts and Things to know about Scams including: Anatomy of a Scam Scam Statistics AZ and US Scam Protection Tips and Tools P resented by Joyce Petrowski, R.O.S.E. Founder

25 Quick Minutes on Important Facts and Things to know about AUTOPSIES including: What is a Postmortem Exam? What Determines if an Autopsy is necessary? Can I Request an Autopsy? Answers to other Frequently Asked Questions Presented by Sean Thompson, Funeral Director

25 Quick Minutes on Important Facts and Things to know about TRUSTS including: The difference between Revocable and Irrevocable Trusts Why even though a Trust is great, it may be too much for some people (think trust funding) Pour Over Will – what it is and what it isn’t? Presented by Healther L. Fish, Licensed Fiduciary

25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: Mandatory ROTH Catch-Up Rule Beneficiary Payout Rules Little Known Nuances of IRA Account Rules Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: What is a Donor-Advised Fund? The Benefits of a Donor-Advised Fund How a Donor-Advised Fund Works Presented by Eugene Choi, Dunham Investment Firm

25 Quick Minutes on Important Facts and Things to know about Life Insurance Policies including: What is a Life Settlement? How it Started vs How’s it Going? Reasons to Consider Selling Your Life Policy Does Your Policy Qualify? Presented by Dan Brown, Abacus Life

25 Quick Minutes on Important Facts and Things to know about Estate Planning including: The Importance of having an Estate Plan Where to Start to Create Your Estate Plan Available Estate Planning Resources Presented by Jodi Vosika, Legal Assistant

25 Quick Minutes on Important Facts and Things to know about Funeral Services including: Pre-Fund, Pre-Plan, Pre-Arrange – What’s the Difference? Reasons Why to Pre-Plan in Advance 3 Steps to Pre-Planning Presented by Sean Thompson, Funeral Director

25 Quick Minutes on Important Facts and Things to know about the SECURE Act including: New Distribution Rules New Accumulation Rules Revised ROTH Rules Presented by Kim Dyer and Pam Prine, Financial Advisors

Is credit card debt good or bad? How much credit card debt is too much? Should I pay off my credit card immediately or over time? It depends! Join Kim Dyer, Financial Advisor, as she helps you navigate the wild, wonderful world of credit cards.

25 Quick Minutes on Important Facts and Things to know about RUFADAA  including: What authority do Executors have over the content of electronic communications (private email, tweets, chats). What type of permission is needed through a will, trust, or power of attorney to overpower a custodians terms of service agreement? What kind of accounts and assets can custodians give access to? Present...

25 Quick Minutes on Important Facts and Things to know about Home Care including: The Importance of Home Care How to Determine if Home Care May be Needed How Home Care Fits into a Senior's Aging Journey Presented by Vicki Castleman, Home Instead

Many people choose to have a Trust over a Will to avoid probate. However, a crucial mistake made by many is not to "fund" your trust. Join Kim Dyer, Financial Advisor, as she goes over the who, what, why and how to get your Trust funded.

25 Quick Minutes on Important Facts and Things to know about Social Security including: Understanding Social Security Issues as they May Relate to You How to Maximize Social Security Benefits How to Read Your Social Security Statement Presented by Jim Blair, Premier Social Security Consulting

25 Quick Minutes on Important Facts and Things to know about the 2022 Financial Market including: Are we in a recession or will we be? Some insights from  past experience This maybe a time for opportunity Presented by Pam Prine, Financial Advisor, Keystone Capital Management Group

25 Quick Minutes on Important Facts and Things to know about your home equity including: Minimum FICO Score Needed to Leverage Understanding Loan to Value Ratio Payment on a HELOC Presented by Daniel Baugh, Senior Loan Officer, Flagstar Bank

25 Quick Minutes on Important Facts and Things to know about Medicare Enrollment  including: When Can You Make Changes to Your Medicare Plan? Has anything changed in your health over the past year and how might this effect your plan? Is Your Current Plan Still the BEST Plan for You? Presented by Stacey Sabo, Sabo Medicare Solutions

25 Quick Minutes on Important Facts and Things to know about Capital Gains and tax mitigation  including: Intermediated Installment Sale Charitable Remainder Trust Donor Advised Fund Presentation by Brandon Mather, Regional Director, Dunham & Associates

25 Quick Minutes on Important Facts and Things to know about Zoom including: The basics of attending a Zoom meeting How to set up a Zoom meeting Fun Stuff! (backgrounds, filters, polls, screen sharing, white boards) Presentation by Jay Litkus, Director of Marketing, Benevilla

25 Quick Minutes on Important Facts and Things to know about POAs including: What is a Power of Attorney? What are the Different Types of Power of Attorney? Why and When Do You Need a Power of Attorney? Presentation by Megan Porth, Managing Attoryney and Founder, Your Contract Shop

25 Quick Minutes on Important Facts and Things to know about the SECURE Act including: What Changed? How These Changes Affect Your Finances How These Changes Affect You Personally Presentation by Kim Dyer, Keystone Capital Management