Financial Planning for Divorce
Paul Winkler and Chartered Divorce Financial Analysts Anne Sawasky and Arlene Brown will help you make sound decisions during this stressful time.
What You WIll Learn
Divorce can be painful and complicated. There are different ways to handle settlement, and it’s easy to make financial mistakes. How do you fairly split income sources? What options do you have for property? What are the tax consequences? This workshop will cover these questions and more to help you make sound decisions during this stressful time.
Paul Winkler — a financial planner with over 30 years’ experience — hosts this workshop along with Chartered Divorce Financial Analysts Anne Sawasky and Arlene Brown. They will use their expertise to help you wade through the most common problems and present you with practical steps to take.
ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
J.D., ChFC®, RICP®, CDFA™
Anne Sawasky, J.D., ChFC®, began her career in the financial services industry in 1987, working for the largest fraternal insurance company in the US as a lawyer specializing in mutual funds, variable annuities, commercial real estate and financial planning/investment law. She left after 10 years to start her own law firm where she worked as legal counsel for a Fortune 500 bank as well as small to large businesses and corporations. Anne also advised on business valuation and sales to help business owners ensure a smooth transaction out of the workforce.
Anne joined Paul Winkler Inc. in 2016 where she focuses on helping clients achieve peace of mind in retirement. She has launched the Paul Winkler Inc Women’s Initiative which aims to educate and empower women to be financially successful. Her passion is to help her clients plan well ahead of retirement so they can relax about money, understand investing, organize their financial life, and be free to pursue purpose.
ChFC®, CLU®, CDFA®