Date/Time: June 23, 2010
(2–3 p.m. EDT)
Presenters: Jill Hollander,
CFP®
Educational Track: Technical Knowledge
CFP Board CE Credit: 1.0
Career Level: I, II
FPA Competencies: Technical Knowledge and
Critical Thinking
CFP Board Topic List: Insurance Planning and
Risk Management, Estate Planning, Retirement Planning
Tuition: $35 FPA members, $45
nonmembers
Please Note: Registration for this event will end 15 minutes prior to the start. Seating is limited and entering the session late may cause problems with earning your CE credit, so please register early. This is a rebroadcast from April 14, 2010.
Type of Event
Streaming: Audio and visual presentation through your computer
About the Program
Financial planning for nontraditional families requires a different "to do" list and different strategies than married couples. This session will review some of the tools available and strategies to consider.
Learn About
- Documents while in a relationship
- Documents for the estate
- Gay couples and marriage
- Unmarried non-gay couples
- Strategies for investments, employee benefits, estate, etc.
Who Should Attend
This session will benefit planners who work with members of the lesbian and gay community and unmarried non-gay couples.
Our Speaker
Jill D. Hollander, CFP®, is also a Chartered Retirement Planning Counselor and Certified Divorce Financial Analyst. She began her career in financial planning and investment management in 1993. She has an MBA in Finance and worked in corporate finance with Wells Fargo, Levi Strauss & Co. and GTE Sprint.
She co-authored "Together But Separate" about financial planning for unmarried couples published by Investment Advisor magazine.
Hollander is the first recipient of FPA (Financial Planning Association) San Francisco Chapter's Pro Bono Award. She is past Chairperson of NAPFA West Region. Hollander was named one of "50 Distinguished Women" nationwide by Wealth Manager magazine, and as one of the "Top 25 Independent Wealth Advisors in the Bay Area" by San Francisco Business Times.
