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Catherine Scrivano, CEP,ADPA,AIF
 

 

My Spouse Always Handled the Money Part 3 of 3

When & Where

April 06, 2018 from 10:30 AM to 12:00 PM

Place

The Enclave at Anthem 42015 North Venture Drive Anthem, AZ 85086

Description

My Spouse Always Handled the Money

Often in marriage, one spouse is more inclined to handle the family's financial and investment records than the other. Sometimes the "non-financial" spouse is left to handle these records with little preparation or training. This class is for those spouses who would like to know more about the financial and investment world "just in case" as well as for those who are already finding themselves in a position of taking over the family's financial matters. The class will cover "Where am I now?", Organizing Your Records; Creating a "Survivor's" Checklist; Understanding Your Investments; and Collecting Benefits and Transitioning Assets After the Death or Divorce of a Spouse.  This course is suitable for unmarried, domestic partners as well.

RSVP Info

602-995-1484
info@cascofinancial.com
www.cascofinancial.com
2525 W. Carefree Hwy.
Bldg. 2, Ste. 112
Phoenix, AZ 85085
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Registered Representatives offering securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera Advisor Networks and CASCO Financial Group are not affiliated. CASCO Financial Group nor Cetera Advisor Networks LLC offer tax or legal advice; please consult a qualified professional for advice.

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Registered to sell securities in the following states:
AZ, CA, CO, FL, GA, ID, IL, KY, MI, OR, SC, TN, TX, WA, WI

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