Request Received
You will receive a confirmation email with a link to watch the webinar.
In the meantime…
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 — an expert 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®
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™
Arlene Brown
ChFC®, CLU®, CDFA®