Parks and Meade, LLC
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614-389-1038


Work From Home, Plan From Home

Playing Defense in an Offensive Economic Environment
​​Join Attorney Kelly Parks and Financial Adviser Sean Stark as they review income and retirement management in this era of constant change.  Protect your money using DLRRs: Discovery, Learning, Research and Respond

Series 1: Gathering Your Assets

  • What documents do I need to start?
  • What has been done already?
  • What needs to be updated?   
               Who are the guardians of my children?
               Who are my beneficiaries?
  • How has my retirement been affected?
  • Are my children with special needs provided for?
  • Have I made any long term plans?
                Medicaid? Living Care Facility Chosen?
​

Series 2: Learn

  • What are Advance Directives?
  • Understanding SECURE Act and CARES Act
  • When is the right time for Medicaid planning?
  • Financial planning and estate probate
  • What changed because of my divorce?
  • What do I do first?
  • Debt vs Savings (Should I pay my house off?)
​

Series 3: Research

  • ​Research your Financial Team: Advisor, Attorney, Accountant; Your Retirement Side Assistance!
  • Who will I name as guardian of my children?
  • Where would I (or my parents) like to live out golden years?
  • Which investments will benefit me most now?
​

Series 3: Respond

  • Beginning  with the end in mind-  why plan now?
  • Income management
  • Virtual Advising
  • IRA/ Roth IRA's and conversions
  • Insurance- Life, LTC & Hybrid products, Annuities
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    Register now! 

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Parks and Meade LLC
2602 Oakstone Drive Suite 1
​Columbus, OH 43231
Phone: 614-389-1038
Fax: 614-957-0853
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​© 2020 Parks and Meade LLC • All Rights Reserved

  • Home
  • Practice Areas
    • Divorce / Family Law >
      • divorce-and-dissolution
      • Asset and Debt Division
      • Parentage and Child Custody
      • Child Support
      • Parenting Time
      • Alimony / Spousal Support
      • Protective Orders
      • Contempt
      • Adoption
    • Criminal Law >
      • DUI / OVI
      • Drug-Related Offenses
      • Theft
      • Felonies
      • Domestic Violence
      • Sex Offense Accusations
      • Juvenile Delinquency
      • ​Misdemeanors and Traffic Violations
    • Estate Planning >
      • Advance Directives
      • Will and Testament
      • Elder Care
  • Blog / Who We Are
    • Blog
    • Who We Are
    • Videos
  • Contact Us
  • Schedule a Consultation