Free Financial Topics in Milwaukee
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In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not. MORE >Understand that there is no “magic” bullet or “one size fits all” plan. Succession planning is a puzzle where several pieces fit together. I will help you navigate through all these pieces and help you see the big picture.
What is Collaborative Divorce? Using a team of professionals (legal, financial, mental health) to assist families through the divorce process outside of court. The clients and team all sign agreements not to use the adversarial court process. MORE >What is Cooperative Practice? Clients engage in open communication and information sharing with the goal of minimizing conflict and reaching resolution without a trial. Does it always work? Of course not. But the choice of professional makes all the difference. What is mediation? Using a neutral expert to help parties negotiate their family law issues and achieve compromise even where there is conflict. The mediator does not give advice or advocate for either party, but helps facilitate the discussion to allow both sides to see options and outcomes they might prefer. All of these low conflict processes are healthier (and less expensive) for families than drawn out public fighting in court.
The statistics surrounding divorce have not improved much, and the statistics surrounding divorce for second marriages are even more grim. Most of my clients say they'll "never get married again," but really what they're saying is they do not want to go through the pain of divorce again. The best way to avoid the pain is to plan ahead. A frank discussion about finances and expectations and a well-bargained pre-nuptial agreement takes away the pain of potential divorce (or at least reduces it substantially). MORE >While no pre-nup is iron-clad in Wisconsin, because the law allows room for the unforeseen, there are ways to approach the topic with sensitivity and clarity, and a good pre-nup is often a great path to a long happy marriage. What could be more romantic?
Estate Planning means different things to different people. Understanding the components of a good plan–will help you build a great plan.
Let me help you build a great plan today!
For those who have it, student debt is a major headache. However, there are ways that individuals can effectively pay down their student loans. Unfortunately, the rules are so complex that it can be hard to choose the right strategy for paying down your loans. MORE >In this presentation, I'll break down the differences between federal and private student debt, and how to tell which type you have. I will also help attendees understand the different repayment plans that exist for paying down federal student loans, how to decide between them, along with tips and tricks that can be used to pay down your student loans.