Melissa Joy, CFP®, founder of Pearl Planning, along with Melissa Fradenburg, Pearl Planning financial advisor, RJFS will discuss what to do when you have inherited assets. This webinar features: What is an inheritance? Strategies to increase savings and financial results after an inheritance Potential uses of a financial inheritance Issues to consider if a parent…
In this episode Melissa Joy, CFP®, and Cathy Curtis, CFP® discuss the common mistakes they see clients make when it comes to receiving an inheritance. Cathy is the founder of Curtis Financial Planning, a fee-only financial advisory firm dedicated to addressing the financial planning and wealth management needs of independent women. Through their combined experience,…
Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial results after an inheritance Next steps to ensure you have an appropriate game plan Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If…