Tuesday, June 4, 2019

12:00 PM-1:00 PM

Louisville Bar Center
  • Government/Non-Profit Profit $20.00
  • Judge $0.00
  • LBA YLS Member $15.00
  • Member $40.00
  • Non-Member $80.00
  • Paralegal Member $20.00
  • Sustaining Member $36.00

June 3, 2019 11:00 PM

  • Regular Lunch $8.50
  • Veggie Lunch $8.50
Widows encounter several financial issues in the first year after the loss of their partner; questions arise such as what options do I have with my spouse’s IRA, when should I claim Social Security, and ultimately, do I have enough money to sustain my standard of living? Jeb Jarrell, CFP®, CAP®, CRPC®, APMA® and Dean Donohue, CFP®, MBA, CRPC®, APMA®, of Encore Wealth Management Group with Ameriprise, will walk you through the conversations that you should be having with your clients to lower their financial stress and allow them to focus on what is truly important.

Speaker: Dean Donohue and Jeb Jarrell, Encore Wealth Management Group | Ameriprise Financial Services, Inc.

All handout materials are via electronic download. Paper copy may be purchased for an additional cost.

Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed.

Credit Status: Approved
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