Financial Planning for Women
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 2
- Categories:
- Professional Development | Special Events
- Speaker:
- Charlie Matejowsky
- Course Levels:
- Basic
- Duration:
- 2 Hours
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 6000204036Type 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
| Please Read - Important CE Instructions and State Required Forms (607.1 KB) | Available after Purchase | ||
| 2022 DOI Statement (132.3 KB) | Available after Purchase | ||
| Financial Planning for Women Handout (2.8 MB) | Available after Purchase | ||
| Financial Planning for Women Timed Outline (17 KB) | Available after Purchase | ||
Speaker
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
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Tue, Dec 30, 2025 - 2:00 PM to 4:05 PM EST
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Thu, Jan 08, 2026 - 10:00 AM to 12:05 PM EST
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Tue, Jan 27, 2026 - 2:00 PM to 4:05 PM EST
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Thu, Feb 12, 2026 - 10:00 AM to 12:05 PM EST
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Tue, Feb 17, 2026 - 10:00 AM to 12:05 PM EST
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Tue, Feb 24, 2026 - 2:00 PM to 4:05 PM EST
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Thu, Mar 12, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Mar 31, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Apr 09, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Apr 28, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, May 14, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, May 26, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Jun 11, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Jun 30, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Jul 09, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Jul 28, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Aug 13, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Aug 25, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Sep 10, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Sep 29, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Oct 08, 2026 - 10:00 AM to 12:05 PM EDT
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Tue, Oct 27, 2026 - 2:00 PM to 4:05 PM EDT
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Thu, Nov 12, 2026 - 10:00 AM to 12:05 PM EST
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Tue, Nov 24, 2026 - 2:00 PM to 4:05 PM EST
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Thu, Dec 10, 2026 - 10:00 AM to 12:05 PM EST
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Tue, Dec 29, 2026 - 2:00 PM to 4:05 PM EST
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State Specific Details
Basic Course Information
Designed For All women interested in creating a smart investment plan that to build retirement incomePromo Video
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