Ivy Menchel, CFP, CDFA speaks with us on a topic addressed to the LGBTQ community, though the subject matter is probably applicable to nearly anyone in a relationship, planning to get married or just planning for their future.
Whether you are currently in a relationship or planning to be, this information is so valuable that the sooner you hear about it, the more empowered (and prepared) you will be.
During this call you will learn about:
· The significance of the Supreme Courts’ decision in June 2013 in US vs Windsor
· Impact estate planning
· What same s*x married couples should consider
· Estate planning considerations
· Considerations involving Prenuptial Agreements
Coffeebreak With Sabra!
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ABOUT IVY MENCHEL, CFP®, CDFA™.Each individual, each family is unique and so are their financial circumstances. With the help of Ivy Menchel, clients can make sound financial decisions today that serve them well into the future.Ivy’s career as a financial professional began in 1993 at a premier financial services firm. Today she runs a financial planning practice that focuses on the objectives, needs and goals of clients; Ivy and her team provide comprehensive financial solutions for creative and performing artists, business owners and retirees through Sagemark Consulting, a division of Lincoln Financial Advisers. These successful individuals and families seek her expertise in all areas of planning required by families of wealth including estate, business succession, financial independence, retirement, investment and legacy planning. The end result is a plan designed to provide a sense of security confidence in their financial well-being.
She earned her BA in Psychology at the State University of New York at Stony Brook. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST™* but does not provide divorce financial analysis through Lincoln Financial. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She has been a guest speaker on television and radio talk shows and has been the presenter at many workshops. Currently she is a member of several organizations and associations. Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp., and does not provide legal or tax advice. T: 646.532.3959 |
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