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Financial expert to present luncheon forum for women

April 6, 2013
Times-Republican

A luncheon forum for women is planned from 11:30 a.m. to 1:30 p.m. April 19 at the Iowa Valley Continuing Education Conference Center.

Through the use of strategic planning techniques, participants in this forum will learn how to maximize assets without unwanted pressure. Women, whether single or married, are involved in making financial decisions in households, and many are left to manage finances after a spouse dies. This luncheon forum will provide the knowledge and inspiration for women to take control of their financial destiny.

It is important to think about beneficiary designations at any age, especially if there are children, yet approximately 50 percent of Americans die each year without a will. Children from a previous marriage are sometimes unknowingly shut out of estate plans. Considering philanthropy can actually maximize current income.

People of any age need to understand ways to direct gifts, the impact of giving and the power of giving decisions. These are just some of the secrets Johni Hays will present at the forum titled "The Seven Secrets for Women to Enhance and Protect Wealth."

Hays is a nationally recognized expert in the field of retirement and estate planning as well as charitable giving. She has the knowledge to make sense of what can be confusing information, and present it in an understandable and inspiring way. She is an attorney, author, and lecturer specializing in charitable planning, probate, living wills, annuities, life insurance, retirement planning, and estate gift taxation.

The forum is sponsored by the Martha-Ellen Tye Foundation, Community Foundation of Marshall County, Iowa Valley Continuing Education, the Marshalltown Medical & Surgical Center Foundation, MMSC, the YMCA/YWCA Heritage Club, and Sage Point Financial.

"The planners believe women of all ages will benefit from the information presented," said Val Ruff of the MMSC Foundation. "Young women need to think about the future and the future of their children, career women will benefit from learning more about taxes as well as retirement planning, and older women need to know how to manage without their spouse."

A registration fee of $10 will cover the cost of lunch. Reservations can be made by calling 641-752-4645. Refer to course # CPD 4701-001.

 
 

 

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