Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • Contact Us
    • FAQ
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
  • About Us
    • About Us
    • Our Approach
    • Contact Us
    • FAQ
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Schedule a Call
$0.00 0 Cart

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

  • How will taxes affect your settlement?
  • What sources of income are available to you?
  • What are the short- and long-term effects of your divorce settlement proposal?

Description

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. 

Speakers:

Paul Winkler

ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®

tm056-small

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.

Anne Sawasky

J.D., ChFC®, RICP®, CDFA™

 
Anne square

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.

Arlene Brown

ChFC®, CLU®, CDFA®

Arlene square
Arlene Brown started her career with American Express Financial Advisors in 1997 and few years later moved over to Merrill Lynch. Tired of confronting the continuous challenge of finding balance between what was best for clients and what was best for her employer, she decided to become an Independent Advisor and formed Your Retirement Matters, LLC. Through the years, Arlene has specialized in IRA distribution, income planning, and estate conservation. She is passionate about helping clients make smart decisions about their money so they can Retire on time and Stay Retired. Additionally she is certified to provide financial services to clients involved in the process of Divorce. Her expertise helps them to address their specific financial and familial concerns, allowing for the opportunity to help determine a knowledgeable and fair settlement. Arlene has a Bachelor’s Degree from the University of South Florida. She is a Chartered Life Underwriter and a Certified Divorce Financial Analyst™ (CDFA). Arlene is a member of the Institute for Divorce Financial Analysts, Inc. She is a trained General Civil/Family Mediator, and is a listed volunteer with the Nashville Conflict Resolution Center. Arlene is happily married to Wade and has one son. Wade works for JC Penney and volunteers his time with the Nashville Inner City Ministry. Away from the business, she enjoys tennis, travelling, and spending time with family which includes Marble, an 8 pound Maltese Terrier.

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Call

PWI

About

Contact Us

All Locations

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2019-2028 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.

Disclosure links:

Broker Check

Form CRS

Privacy Policy

Form ADV Part 2A