DIVORCE & SEPARATION WORKSHOP - 1/19

Your Hosts:  Hilary Tuohy, Patti Moores
Facing change?  Our workshop provides information and expertise to help you plan the transition

– The different legal options available to you in the divorce process
– How you begin to understand your finances and how they will be impacted by divorce
– How you can best handle parenting through separation and help your children adjust
– What support is available to you and your family as you go though this process

Register by Friday, January 18

January 19, 2019
8:00am - 10:00am


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Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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Battle-Free Divorce Summit -2/7

Your Hosts:  Hilary Tuohy, Patti Moores & Kiri Maponya

  • Tired of feeling emotionally beat down and overwhelmed by the divorce process?
  • Worried about the impact this is having on your children?
  • Wondering if you will ever be okay and find happiness and peace of mind again?
  • Divorce does not have to be one of the worst and craziest thing that’s ever happened to you.
  • New Leaf Financial advisors Patti Moores and Hilary Tuohy are  speaking at the ground-breaking Battle-Free Divorce Summit hosted by Kiri Maponya, and we would love for you to join us.

20+ Divorce Experts and Thought-Leaders Share the Keys to Navigating Divorce with Clarity, Sanity and Sensibility so you can find your way to a Reasonable and Realistic Resolution and Peace of Mind.

Click here to sign up – https://battlefreedivorcesummit.com?ap_id=hilary

Our virtual summit officially kicks off on February 4th, and it’s totally free to attend.

February 7, 2019
9:00am - 11:00am


Register

Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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DIVORCE & SEPARATION WORKSHOP - 2/16

Your Hosts:  Hilary Tuohy, Patti Moores
Facing change?  Our workshop provides information and expertise to help you plan the transition

  • The different legal options available to you in the divorce process
  • How you begin to understand your finances and how they will be impacted by divorce
  • What support is available to you and your family as you go through this process

Register by Wednesday, February 13th

February 16, 2019
9:00am - 11:00am


Register

Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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DIVORCE & SEPARATION WORKSHOP - 3/4

Your Hosts:  Hilary Tuohy, Patti Moores
Facing change?  Our workshop provides information and expertise to help you plan the transition

– The different legal options available to you in the divorce process
– How you begin to understand your finances and how they will be impacted by divorce
– What support is available to you and your family as you go through this process

Register by Friday, February 22nd

March 4, 2019
12:00pm - 2:00pm


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Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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Fundamentals of Estate Planning

Your Hosts:  Hilary Tuohy, Patti Moores & special guest speaker Meg Gaynor, Estate & Trust Attorney

Fundamentals of Estate Planning….we all need to do it!  

Join our interactive discussion on the following topics:-

What do I need to do while I’m alive?

  • Durable General Power of Attorney
  • Health Care Proxy
  • Living Will

How do I plan for after I’m gone?

  • Wills
  • Trusts
  • Designated Beneficiary Accounts

Review of Assets and Accounts

  • Sole or jointly held
  • Named beneficiaries
  • List of accounts and passwords

Registration closes on Friday, March 8th

March 11, 2019
6:00pm - 8:00pm


Register

Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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Fashion & Finance - A Perfect Pair!

Your Hosts:  Laurie Fried, Patti Moores & Hilary Tuohy from New Leaf Financial Advisory and Susan Hess, Owner, Golftini

Bring along a friend and join us to discuss what women need to know about Financial Planning.   Browse the Golftini Spring Collection while you learn! 

You don’t have to be a golfer to join the fun – we all need to plan for our financial future and who doesn’t love fashion?

Special drawing on the evening for one FREE Golftini outfit of your choice.  Plus a discount of 20% off all Golftini wear purchased on the evening.

We will also offer 25% off the preparation of a Financial Plan for those who sign up on the evening for this service.

A Financial Plan is important to understand your current financial situation, take account of your goals and objectives and help you plan for your future which may include saving for college or retirement.  This could also mean planning for other changes in your life such as separation, divorce, or loss of a loved one.

Register by April 5th 2019

April 9, 2019
6:00pm - 8:00pm


Register

Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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