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Janet Press CDFA®
Fusion Financial Group
555 Taxter Rd |
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FUSION FINANCIAL GROUP 555 Taxter Road Elmsford, NY 10523 Phone: 914-909-1569 Fax: 914-909-1507 E-mail: jpress@fusionfinancialgroup.com Web: www.fusionfinancialgroup.com As a Financial Planner with over twenty-one years of experience, I specialize in working with people who are going through the trauma of divorce and who need to understand the financial consequences of divorce. Even in the most amicable of divorces the question of who gets what can become complicated. As a Certified Divorce Financial Analyst, I work with you, your attorney, and your other professionals to help you achieve a financially sound settlement. At this time of change, it is even more important to understand your current finances and to put together a strategy for the future. Besides my years of practical experience, as a Certified Divorce Financial Analyst, I have taken the requisite courses on all aspects of financial planning for divorce. I am also qualified to serve as an expert witness in court. A graduate of Brown University, I am a Certified Fund Specialist with accreditation through the Institute of Business and Finance, LaJolla, California as well as being certified in the field of Long Term Care by the Corporation for Long Term Care in Boston, Mass. I spent eight years in tax preparation for H&R Block and developed my own tax practice. A believer in financial education, I hold numerous seminars on retirement and estate planning in the Westchester and Rockland County areas, and am a founder and Managing Director of the Center for Educator Development. The Center provides pre-and post-retirement planning for New York State teachers and administrators. Various area companies have retained me to present retirement planning programs for employees. I was proud to be chosen as an honoree by the New Rochelle Chapter of Hadassah, at the Westchester Region of Hadassah's 1997 Hand of Healing Brunch. I am a resource professional for the Coalition for Family Justice, which helps families with financial issues. I sit on the American Cancer Society's Planned Giving Advisory Council, and have given many workshops on "Financial Fitness for Women" for them as well. I am a member of the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA), Women in Insurance and Financial Services (WIFS), and a founding member of the Capital Women of Westchester, a women's investment club. |
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800.875.1760
