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DTSTART:20241003T190000Z
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LOCATION:Holiday Inn - 2640 N Lakewood
UID:2643020241003T190000ZHow to avoid financial errors in divorce settlement
DTSTAMP:20260526T135230Z
DESCRIPTION:\nAvoid common financial mistakes made during the divorce process and learn to identify different sources of income that might be available to your clients during this challenging time. Understand how taxes can affect a settlement proposal both in the short and long term. They will demonstrate how taxes may impact financial planning post divorce, which is not a substitute for professional advice from your personal tax professional. Join Maddie & Jan for this informative and essential topic. \n \nMaddie is a Financial Advisor who joined The Maize Group at Morgan Stanley in 2020. After studying finance and economics at The University of Southern California, she started her career working as a Municipal Bond Analyst at Guggenheim Partners. While at Guggenheim Partners, she realized how much she missed connecting and helping others. Exploring other career options, she realized that advising was the perfect blend of her top two interests: capital markets and helping people.\n \nJanice Maize became a financial advisor to fill the underserved needs of women and nearly 20 years later, female clients remain a primary focus of her practice. Personal experience has taught her that women have unique perspectives on wealth that need to be considered when developing relationships and forming financial plans. She is an active member of Morgan Stanley’s Women in Wealth program, conducting local workshops for female clients and prospects.\n \nThank you to our monthly speaker sponsor\n \n\n \nThank you to our annual sponsors\n \n\n
SUMMARY:How to avoid financial errors in divorce settlement - Estate Planning and Trust Council of Long Beach 
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