WOW Me! - Women on Wealth Management Education

WOW Me! - Women on Wealth Management Education

By Keystone Capital Management GroupBusinessInvesting
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WOW Me! - Women on Wealth Management Education episodes

  • Quick Guide to Cashing Government Bonds

    25 Quick Minutes on Important Facts and Things to know about BONDS including:

    • What kind of bonds can be cashed in?
    • What happens if bonds are lost?
    • What happens to uncashed bonds when you die?

      • Presented by Kim Dyer, Financial Advisor

      30 min
    • LinkedIn Strategies

      25 quick minutes on important facts and things to know about LinkedIn including:

      • How to leverage the capabilities of LinkedIn
      • Understand how to0 get better referrals and introductions from existing LinkedIn connections
      • Ho to expand your presence and brand (personal or professional) on LinkedIn
        • 33 min
      • Social Security Benefits 2024

        25 Quick Minutes on Important Facts and Things to know about SOCIAL SECURITY BENEFITS including:

        • When to file for your social security benefits.
        • Why it is important to establish an online account with the Social Security Administration.
        • Clarification on spousal benefits and how to claim them.

          • Presented by Pamela Prine, Financial Advisor and NSSA® Certifcate Holder (National Social Security Advisor)

          34 min
        • How to be Scam Resistant

          25 Quick Minutes on Important Facts and Things to know about Scams including:

          • Anatomy of a Scam
          • Scam Statistics AZ and US
          • Scam Protection Tips and Tools

            • P resented by Joyce Petrowski, R.O.S.E. Founder

            45 min
          • Your Autopsy Questions Answered

            25 Quick Minutes on Important Facts and Things to know about AUTOPSIES including:

            • What is a Postmortem Exam?
            • What Determines if an Autopsy is necessary?
            • Can I Request an Autopsy?
            • Answers to other Frequently Asked Questions

              • Presented by Sean Thompson, Funeral Director

              33 min
            • Trusts - Why or Why Not?

              25 Quick Minutes on Important Facts and Things to know about TRUSTS including:

              • The difference between Revocable and Irrevocable Trusts
              • Why even though a Trust is great, it may be too much for some people (think trust funding)
              • Pour Over Will – what it is and what it isn’t?

                • Presented by Healther L. Fish, Licensed Fiduciary


                34 min
              • Ed Slott IRA Insights

                25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including:

                • Mandatory ROTH Catch-Up Rule
                • Beneficiary Payout Rules
                • Little Known Nuances of IRA Account Rules

                  • Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

                  32 min
                • Should I Take a Life Settlement?

                  25 Quick Minutes on Important Facts and Things to know about Life Insurance Policies including:

                  • What is a Life Settlement? How it Started vs How’s it Going?
                  • Reasons to Consider Selling Your Life Policy
                  • Does Your Policy Qualify?

                    • Presented by Dan Brown, Abacus Life

                    20 min

                  About WOW Me! - Women on Wealth Management Education

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                  Everything you wanted to know about financial planning but were afraid to ask!