The second session in this series will address savings, wealth preservation and wealth protection.
Families are being redefined and diverse family structures influence financial confidence and preparedness. Wealth transfer requires planning and can be anything but straightforward. Transitions impact your relationships, financial status, choices, present and future security. Transitions often create money conflicts that come between you and your spouse, family, ex-spouse, parents and business partners. Whether planned or not, transitions trigger reassessment of your strengths and vulnerabilities. It is critical you find the right resources for effectively handling the impact of transition.
Lili A. Vasileff, MHC Class of 1977, is President of Wealth Protection Management, based in Greenwich, CT, a mediator, Certified Divorce Financial Analyst, Certified Financial Planner, and litigation divorce financial expert. She is a nationally recognized speaker, practitioner, writer, and author of four books on divorce, including: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association.
Lili is the President Emeritus of the national Association of Divorce Financial Planners (ADFP) and the recipient of multiple prestigious 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women since 2017; CEO Today Business Woman of the Year Award since 2018; Five Star Wealth Manager Award for last 13 years, the Best Wealth Protection Manager 2019 - Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award.
Her website is www.wealthprotectionmanagement.com.
OPEN TO ALL classes attending Reunion 2021.
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Saturday, May 22 at 12:00pm to 1:00pmVirtual Event