February 2019 Lunch Meeting

Date: Tuesday, February 19, 2019
Time: 11:30am - 1:00pm
Location: Happy Hollow
Speaker: Adam Astley JD & Matt Stadler CPA, ABV, JD


11:30Lunch Buffet & Networking
12:00Meeting and CE Program

"The Impact of Divorce on Estate Planning"
Presented by: Adam Astley, JD & Matt Stadler, CPA , ABV, JD

This course will discuss the estate planning issues created by a divorce. Issues discussed will include:

  • Beneficiary designations for retirement accounts
  • Death during divorce
  • Financial restraining orders
  • Property settlement
  • Trust disassociation language
  • Alimony considerations
  • Conflicts of interest

This program offers one hour of CE for insurance, legal, accounting and CFP (pending approvals).

Register online or contact Council Executive, Stacie Sarasio @ 402.991.3122



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