Financial Planning

The Joan Seitz Law Society held it's second event on July 26th, 2013.  The topic was Financial Planning, with a special emphasis on financial planning for women.  Amy Palm of D.A. Davidson & Co. addressed the group on a range of topics, including retirement contributions, types of retirement accounts, and types of financial concerns that are particularly important for women to consider and plan around. 

Ms. Palm discussed how women tend to be financially impacted differently than men because traditionally women are the ones in the family to leave the workforce and raise children.  Women also tend to outlive their spouse. Also, women frequently require long-term care at some point in their life, and also tend to live longer after retirement than many men, which requires a different kind of planning to sustain them financially.

The event was attended by approximately 20 local attorneys, and was held at The Daily Grind cafe in downtown Roseburg.  The event was organized by Ann Marie Simmons and Susan Schmerer-Haacke from Umpqua Valley Public Defenders.

Amy Palm is originally from Roseburg, Oregon, although she attended school in Arizona, and has been working in the financial planning field for several years.  She is available to meet with individuals to discuss their financial needs and help people plan a more secure financial future.

 http://www.davidsoncompanies.com/indv/

Ann Marie Simmons (left) and Amy Palm (right)

The next Joan Seitz Law Society event will be held on August 30th, 2013.  Kendall Clawson, Director, Executive Appointments and Arts and Culture Policy Advisor, from the Governor's Office will join us for lunch to tell us about opportunities to become leaders in our state.