the center for
financial education
A 501(c)(3) Non-Profit Organization
The FinPhobia Series of Educational Events
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These professional, panel discussion events are specifically designed to help company's employees, individuals and families, confidently address life's ever- present financial obstacles.
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Ask yourself:
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Who do I speak with for advice?
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Who is qualified to answer these questions?
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What should I ask of that person?
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How will my actions affect me?
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Who will do this for free?
EDUCATIONAL RESEARCH THROUGH INTERACTIVE PANEL DISCUSSIONS With the following Professionals
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You may want to participate or just observe and listen to an Elder Care Attorney.
​Some Ideas on what to ask:
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Gov't Benefits & Wealth disqualification?
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When to activate a Power of Attorney?
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Joint accounts with Elder parents?
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Divorced Elders parent's issues
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Sharing responsibilities with my siblings
ELDER CARE /
FINANCIAL EXPLOITATION
ATTORNEY
You may want to participate or just observe and listen to an Inheritance / Estate Planning Attorney.
​If you would like to participate,
some Ideas on what to ask:
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A Will or a Trust? Which is better?
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Can my spouse or a parent cut me out?
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Can an In-Law grab my estate?
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Who will care for my children?
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How would an inheritance affect my child with special needs?
INHERITANCE PLANNING
ATTORNEYS
FAMILY
LAW ATTORNEY
You may want to participate or just observe and listen to a Family Law / Divorce Attorney.
​Some Ideas on what to ask:​
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How to divide marital assets when equitable does not mean equal!
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My partner of 15 years promises to leave me the house. Can any issues arise with their children should my partner die?
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Can I change my divorce agreement?
CERTIFIED PUBLIC
ACCOUNTANT
CPA®
You may want to participate or just observe and listen to a Certified Public Accountant.
​Some Ideas on what to ask:
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I owe back taxes? Am I in trouble?
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My tax bill is too high?
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Can I trust a storefront tax preparer?
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Should I use a big CPA firm?
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Am I liable if my CPA makes a tax error?