570 Lexington Ave.,16th Floor
New York, New York 10022
646.532.3959 | Ivy.Menchel@LFG.com
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Prenuptial Agreements: The 5 W’s and How

Congratulations and lucky you - that special someone has come into your life and you’re tying the knot! There are many “to-do’s” before the “I do’s”… and a prenuptial agreement may be one of them… yes, you read that correctly – As an act of love, you should consider a prenup because they are not only for marriages that end in divorce; they are also for marriages that end because of death. So, what is a prenuptial agreement and who needs one? Where to bring it up and when? Why you need one and how to negotiate a prenup? Don’t miss the Who, What, Where, When, Why and How of Prenups. And for those couples living together (and perhaps have had their wedding postponed in recent months) a co-habitation agreement may be the answer.

Join us for Ivy's Insights – every other week important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more are discussed… These information-packed, 30-minute sessions are presentations on an assortment of meaningful topics. Each program addresses specific concerns of clients, business owners, professional partners, and prospects. You are sure to gain knowledge and leave with ​a sense of financial confidence and a clearer direction. Plus, your questions will be answered live.

Our next session with family law attorney and mediator, Andrea Vacca, ESQ* is:

Prenuptial Agreements:
The 5 W’s and How

Thurs, July 16th
1:15-1:45pm

Pre-registration is required. CLICK HERE to pre-register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!

*Not affiliated with Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3153442-070720


 

Solo Agers: Creating Your Lifetime Plan

There are millions of adults who age alone either because they are childless or cannot count on the support of children since they are not nearby, or they are unreliable. This group has unique challenges and considerations. Without the help of family, they are at greater risk for isolation, financial exploitation and medication mismanagement. With an appropriate plan in place, they can live a fulfilled life and age with confidence and gain a sense of security.

We are living through an unprecedented time -- and on top of this global crisis, we're all concerned about our finances. I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me for Ivy's Insights -- where each week I will discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more… Plus, I’ll be taking your live questions.

Our second session:

Solo Agers:
Creating Your Lifetime Plan

Thurs, July 2nd
 1:15-1:45pm

Pre-registration is required. CLICK HERE to pre-register or email cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!

*Not affiliated with Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3135236-062220


 

The past few weeks and months have presented new challenges that will shape the way we live and work for the foreseeable future, if not forever. Now is the time all business owners must contemplate “where do we go from here” as they recover, restore and renew. This information packed, 30-minute session will provide strategies to help you rebuild with more forethought. You are sure to gain knowledge and leave with ​a sense of confidence and a clearer direction.

We are living through an unprecedented time — and on top of this global crisis, we're all concerned about our businesses and finances. I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me for Ivy's Insights — where each week I will discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more… Plus, we’ll be taking your live questions.

Our third session with Entrepreneur in Residence at Columbia Business School and Hofstra University, Barbara Roberts* is:

Rebuilding and Reimagining:
Timely Tips for All Business Owners

Thurs, June 18th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to Cynthia.Howells@LFG.com.

Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!

 

*Not affiliated with Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3119585-060920


 

Announcing our new weekly virtual series: Ivy's Insights

We are living through an unprecedented time — and on top of this global crisis, we're all concerned about our finances. I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me for Ivy's Insights — where each week I will discuss important topics like protecting assets, financial preparedness, what every business owner needs to know, and more. I'll also be taking your questions live.

These information packed, 30-minute sessions will be brief presentations on an assortment of meaningful topics. Each program will address specific concerns of clients, business owners, professional partners, and prospects. You are sure to gain knowledge and leave with ​a sense of financial confidence and a clearer direction.

Our first session is:

Managing Financial Health During Uncertain Times

Thursday, May 21st
1:15-1:45pm

Please RSVP to ivy.menchel@LFG.com or click here to pre-register.

Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!