No credit card, no obligation Financial Professionals only
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It doesn't sound romantic, but there's nothing warm and fuzzy about losing your assets when a marriage doesn't last. Counsel any clients who are thinking about remarrying to see you for a "nuptial" review. It's the best wedding gift of all.
Protect your finances in case your marriage ends.
You don't need to be a billionaire or a Hollywood star to make good use of a prenuptial agreement.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025