Leawood, Kan. – What if a woman’s husband dies, and she’s never been involved with financial planning, asset allocation, insurance policies, or even informed about their holdings? Unfortunately, this realistic scenario places many women in a difficult bind when they find themselves alone and solely responsible for their family’s financial wellbeing. The Boomer Market Advisor (August 2009) reported that women age 65 are expected to live an additional 20 years – four years longer than men.
“As women assume sole control of household finances, which men often control for years, it is important that women have easy access to important documents and investing information,”
In response, Women’s Only Financial will host monthly Financial Peace of Mind Summit, beginning in September 2009. Monthly Financial Peace of Mind Summit sessions will focus on empowering women to understand their current and future financial goals. As the summit progresses, women will build a Financial Peace of Mind binder containing all essential documents regarding assets, insurance policies, and important names, contact information and account numbers.
“Our goal is to provide an accessible, tangible summary of all assets that, if necessary, a financial advisor or family member could look at and immediately know appropriate steps to take,” said Hoover. “The information complied will help not only investors, but beneficiaries as well, who are often not aware of holdings until they are inherited.”
Financial Peace of Mind Summit sessions will take place monthly, and each session will cover an important document to add to the comprehensive financial binder. Documents covered within the sessions will include the following: wills, trusts, power of attorneys, past tax returns, brokerage statements, life insurance policies, long-term care policies, IRA statements, and a short summary of all assets.
“Women’s Only Financial encourages women to prepare for life’s ‘what if’ situations,”
About Women’s Only Financial:
Women’s Only Financial is a new branch of Wealth Partners Corporation, based in Leawood, Kan. Women’
About Steve Hoover:
Steve Hoover, based on 13 years in the financial industry, believes that each investor is unique and that no single investment account is right for everyone. Steve’
His workshops have been widely attended by people from St. Luke’s Health Systems, Olathe Medical Center, Interstate Brands Corporation, General Electric, AT&T, Sprint, Ford, General Motors and Hallmark Cards. Steve has shared the speaking stage with Senator Bill Bradley, Mayor Rudolph Giuliani and the late Jack Kemp.
Steve is qualified and licensed to utilize virtually every investment vehicle including stocks, bonds, mutual funds, EFTs, annuities, life insurance, etc. He is recognized by the states of Kansas and Missouri as an Investment Advisor Representative.
For more information, please contact:
Steve Hoover, President
steveh[at]wealthpartnerscorp.com
Phone: (913) 685-3207
Fax: (913) 685-1670
http://www.stevehoovertv.com
Kendall Lange, Director of Client Relations & Marketing
kendall[at]wealthpartnerscorp.com
Phone: (913) 710-9794
