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Webcast

Financial Planning for Women


Total Credits: 2 including 2 CE Credit

Average Rating:
   5
Categories:
Professional Development |  Special Events
Speaker:
Charlie Matejowsky
Course Levels:
Basic
Duration:
2 Hours

Dates


Description

Women face unique challenges AND opportunities in personal financial planning. Women are earning more and working longer than in the past, and new legislation has created permanent tax changes that reshape long-term planning strategies. This course will identify the challenges and opportunities women need to navigate and guide women in creating a financial plan to create long term wealth. 

SC Course number 6000204036
Type of Course: Life, Accident & Health

Basic Course Information

Learning Objectives
  • Identify the financial planning challenges and opportunities facing women
  • What is the "Great Wealth Transfer" and how does it effect women?
  • Discuss how the tax changes in the One Big Beautiful Bill effect long-term financial planning strategy

Major Subjects
  • 401K and Roth investments
  • Tax management for investment mechanisms
  • Multi-layered retirement income

Course Materials

Speaker

Charlie Matejowsky's Profile

Charlie Matejowsky Related Seminars and Products

Life and Annuity Certified Professional

Van Dyke Rankin Insurance


Charlie Matejowsky, CIC, LUTCF is vice president of financial services for Van Dyke, Rankin & Co. Inc., in Brenham, Texas. He joined the firm in June, 1982, as a personal and commercial lines producer. Since March, 1990, he has served in his current position and works almost exclusively on the life and financial services side of the business. As a "Retirement Repairman" he serves both individual and group clients.

Prior to joining Van Dyke, Rankin & Co., he served 15 years as a classroom teacher and coach in several Texas Cities.  Matejowsky is a 35-year member of the National Association of Insurance and Financial Advisors and is a charter member of the American Health Insurance Association. He has served in numerous leadership roles at both local NAIFA-Central Texas and NAIDA-Texas. In 2016, he was awarded the Bruce Murry Tall Texas Award based on his association involvement, community service and education. Recently, Charlie was awarded the 2019 NAIFA -Texas Lifetime Achievement Award.

He has been a National Faculty member for the National Alliance for Insurance Education and Research for 20 years and instructs both basic and advanced classes all over the United States. He also served as a moderator for the American College of Financial Services' Life Underwriter Training Council for 20 years.

Charlie prides himself in being an A B C (Aggie-Bohemian-Coach) kind of guy. His goal is to educate clients and prospects and help them make those very important lifetime and retirement decisions.

Charlie and Carolyn, his wife of 55 years, were awarded the 2019 Washington County Chamber of Commerce Man and Woman of the year awards. It is the first time that a couple has received that award at the same time.


Dates

Tue, Dec 30, 2025 - 2:00 PM to 4:05 PM EST
Thu, Jan 08, 2026 - 10:00 AM to 12:05 PM EST
Tue, Jan 27, 2026 - 2:00 PM to 4:05 PM EST
Thu, Feb 12, 2026 - 10:00 AM to 12:05 PM EST
Tue, Feb 17, 2026 - 10:00 AM to 12:05 PM EST
Tue, Feb 24, 2026 - 2:00 PM to 4:05 PM EST
Thu, Mar 12, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Mar 31, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Apr 09, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Apr 28, 2026 - 2:00 PM to 4:05 PM EDT
Thu, May 14, 2026 - 10:00 AM to 12:05 PM EDT
Tue, May 26, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Jun 11, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Jun 30, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Jul 09, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Jul 28, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Aug 13, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Aug 25, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Sep 10, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Sep 29, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Oct 08, 2026 - 10:00 AM to 12:05 PM EDT
Tue, Oct 27, 2026 - 2:00 PM to 4:05 PM EDT
Thu, Nov 12, 2026 - 10:00 AM to 12:05 PM EST
Tue, Nov 24, 2026 - 2:00 PM to 4:05 PM EST
Thu, Dec 10, 2026 - 10:00 AM to 12:05 PM EST
Tue, Dec 29, 2026 - 2:00 PM to 4:05 PM EST

State Specific Details

Basic Course Information

Designed For All women interested in creating a smart investment plan that to build retirement income

Promo Video

Reviews

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Overall:      4.8

Total Reviews: 5