Financial Planning for Women - NO CE
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- Not yet rated
- Categories:
- Professional Development | Special Events
- Faculty:
- Charlie Matejowsky
- Course Levels:
- Basic
- Duration:
- 2 Hours
Description
Women face unique challenges AND opportunities in personal financial planning. Women are earning more and working longer than in the past, and new legislation has created permanent tax changes that reshape long-term planning strategies. This course will identify the challenges and opportunities women need to navigate and guide women in creating a financial plan to create long term wealth.
Basic Course Information
Learning Objectives- Identify the financial planning challenges and opportunities facing women
- What is the "Great Wealth Transfer" and how does it effect women?
- Discuss how the tax changes in the One Big Beautiful Bill effect long-term financial planning strategy
Major Subjects
- 401K and Roth investments
- Tax management for investment mechanisms
- Multi-layered retirement income
Course Materials
| Financial Planning for Women Handout (2.8 MB) | Available after Purchase | ||
| Financial Planning for Women Timed Outline (17 KB) | Available after Purchase | ||
Faculty
Charlie Matejowsky Related Seminars and Products
Life and Annuity Certified Professional
Van Dyke Rankin Insurance
Charlie Matejowsky, CIC, LUTCF is vice president of financial services for Van Dyke, Rankin & Co. Inc., in Brenham, Texas. He joined the firm in June, 1982, as a personal and commercial lines producer. Since March, 1990, he has served in his current position and works almost exclusively on the life and financial services side of the business. As a "Retirement Repairman" he serves both individual and group clients.
Prior to joining Van Dyke, Rankin & Co., he served 15 years as a classroom teacher and coach in several Texas Cities. Matejowsky is a 35-year member of the National Association of Insurance and Financial Advisors and is a charter member of the American Health Insurance Association. He has served in numerous leadership roles at both local NAIFA-Central Texas and NAIDA-Texas. In 2016, he was awarded the Bruce Murry Tall Texas Award based on his association involvement, community service and education. Recently, Charlie was awarded the 2019 NAIFA -Texas Lifetime Achievement Award.
He has been a National Faculty member for the National Alliance for Insurance Education and Research for 20 years and instructs both basic and advanced classes all over the United States. He also served as a moderator for the American College of Financial Services' Life Underwriter Training Council for 20 years.
Charlie prides himself in being an A B C (Aggie-Bohemian-Coach) kind of guy. His goal is to educate clients and prospects and help them make those very important lifetime and retirement decisions.
Charlie and Carolyn, his wife of 55 years, were awarded the 2019 Washington County Chamber of Commerce Man and Woman of the year awards. It is the first time that a couple has received that award at the same time.