Planning Divas

Available Topics:

Basic Estate Planning

Basic Financial Planning

Estate Planning for Families with Young Children

Planning with Revocable Trusts

Planning with Irrevocable Trusts

End of Life Planning

Probate

Long Term Care Planning

Powers of Attorney

Planning for Higher Education

The Planning Divas are here to help: It's a sobering but true fact that many women will outlive their spouses and may not be prepared to deal with the complexities of their finances or estate planning issues. Now two area professional women who call themselves The Planning Divas and are well versed in the legal and financial matters that can dramatically alter women's lives want to address this very serious issue in a responsible but also fun and friendly setting. The Divas, Lommen Abdo Estate Planning Attorney Jennifer O'Neill and Raymond James Financial Services Advisor Erin Tomlinson, have planned a series of educational events at area social settings to help women smartly manage and plan for their financial futures.

The events are casual, fun and free. Seating is limited, however. Check the calendar for upcoming events or schedule your own Planning Divas event at your home or place of business.

"We believe women have so much to learn from each other," explains Planning Diva Tomlinson, "by sharing information in casual and fun settings, including things like retirement planning; paying for education; tips for those everyday purchases; paying for long term care; funeral planning; insurance and other issues we all face. You name it, The Planning Divas will make it understandable, comfortable and fun."

About women and their finances

According to author Liz Perle in her book, "Money, A Memoir: Women, Emotions and Cash," even many successful women are far less prepared than their male counterparts when it comes to retirement. Perle found these alarming statistics:

Perle looks at what tends to happen to women, finding that "we often let our emotions rule our spending. Many women let their husbands control the finances without any oversight or participation."

The Planning Divas hope to educate women to take responsibility so they can make informed and insightful choices about their financial futures - and their lives.

 

Jennifer A. O'Neill

Jennifer A. O’Neill
Lommen, Abdo, Cole, King & Stageberg, P.A.
400 South Second Street
Hudson, Wisconsin 54016
Phone: 715-381-7113
Fax: 715-386-8219
Email: joneill@lommen.com

 

Jennifer A. O'Neill has practiced law in western Wisconsin for 13 years. Intelligent, insightful and understanding, Jennifer brings a warm personality to the sometimes difficult process of planning for the future. An attorney with Lommen Abdo in Hudson, Wisconsin, Jennifer has a strong base of knowledge, a classic education and a wealth of personal and professional experience that allows her to understand complex concepts and explain them in understandable language. Jennifer has a B.A. from University of Wisconsin - Madison and a J.D. from William Mitchell College of Law, cum laude. As individuals and families change, so do their legal needs. A keen awareness of wills, trusts, powers of attorney, probate, and long-term care planning helps Jennifer guide clients through a wide range of options to give them precious peace of mind.

 

Erin Tomlinson

Erin Tomlinson
Raymond James Financial Services, Inc.
119 South Main Street
River Falls, Wisconsin 54022
Phone: 715-425-6611
Fax: 715-425-6687
E-mail: erin.tomlinson@raymondjames.com

 

 

Erin Tomlinson has been in business in River Falls, Wisconsin, since 1989, concentrating in the financial services business since 1979. She is currently affiliated with Raymond James Financial Services, Inc., member NASD/SIPC. Erin has a B.A. from Metropolitan State University, as well as certificates from Raymond James for financial and retirement planning. Raymond James was founded in 1962 and is one of the largest financial services firms in the U.S. Erin works with high net worth individuals, businesses and motivated savers to plan for, achieve and maintain financial independence.

Lommen, Abdo, Cole, King, and Stageberg, P.A. is not affiliated with Raymond James Financial Services.