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Financial Planning for Women and Widows
It’s a fact of life, women typically live longer than men. Often, widows or single women are forced to handle aspects of the family finances they never had to in the past due to death or divorce. Join Michael Halliday and Charles Randall as they discuss financial planning for women and widows and the appropriate changes needed after life altering events.

• Does your investment portfolio compliment your ability to tolerate risk?
• Does your estate planning team and financial team work in concert with one another
• How your financial planning success can benefit your kids and your grandkids.
• Is your financial plan truly in alignment with your values?
• Is your financial team a finely tuned orchestra, or several musicians playing different songs?
• What areas of your finances would you like to become more proficient in? We really want to know…

May 18, 2021 10:00 AM in Arizona

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Michael Halliday
Attorney at Law @Morris Hall, PLLC
Michael was born and raised in Mesa, AZ. He attended ASU, graduating Cum Laude with a Bachelor of Arts degree in Chinese. After graduation, he attended Willamette University, College of Law in Salem, OR. Michael maintained a successful practice for 10 years. He is a member of the Arizona State Bar and Oregon State Bar. He and his wife stay busy with 4 beautiful and healthy children and a rescue dachshund named Noodles.
Tim Kerrigan, J.D., M.B.A.
Owner & Principal @Clark Street Financial
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals.* To enhance the wealth-planning process.
Charles Randall
Financial Advisor @Clark Street Financial