Becoming the CFO Of Your Household: A Virtual Q&A Event

Welcome to Our Recurring Q&A Event

At TFS Advisors, we are proud to serve many clients who are divorced, widowed, or single heads of their household. Our clients have moved through life’s hills and valleys, and have reached the lead-up to retirement ready to take on the role as Chief Financial Officer (CFO) of their household with TFS Advisors in their corner as a trusted resource.

Whether they’ve always filled this need for their family, or are stepping into a “CFO” position for the first time through divorce or widowhood, there’s no doubt that this role change comes with unique challenges – especially when planning for retirement!

What to Expect

In this virtual Q&A session, we’ll be focusing on answering questions from both clients and non-clients who are currently retirement planning, and want help navigating the unique-to-them roadblocks they’re facing. While many times women who have divorced or lost a spouse are associated with these lifestyle and retirement changes we’re discussing, that’s not necessarily the case. However you have become the CFO of your household, we are here to support you in a safe space.

We’ll be answering questions such as:

I anticipate outliving my spouse. How do I plan for longevity and solo living during late retirement?
How should my spouse and I structure our financial accounts so that I maintain access should I live longer than he does?
What’s the best way to decide whether or not it’s time to relocate during retirement?

And more!

This virtual event is one we’re excited to host frequently this year. We’re hoping to create a judgment-free zone for attendees from all life stages and financial backgrounds to come, get their questions answered, and have fun!

Have questions you want to submit ahead of time? Email us at retire@tfsadvisors.com! Ready to register? Sign up here!

Sign up here!

Meet Dale and Aaron

Dale Terwedo has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients.

In 2003, Dale decided to put his pilot’s license to good use by flying for AngelFlight West – a nonprofit organization of volunteer pilots who, at their own expense, provide transportation to people who are financially distressed or have a time-critical medical condition. He has found his work as an AngelFlight pilot to be similar to his work as a financial advisor. At AngelFlight, his attention to precision and logic help him get people where they need to go when they’re on a critical timeline. As an advisor, those qualities allow him to help clients make smart financial decisions so they can pursue what is most important to them.

Dale married Tara in 1981. They have two sons: Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities, and super oval racing, among other things.

Aaron Terwedo entered the US Army at 19 and served for eight years, including three deployments overseas during the Global War on Terrorism. After that, he worked at a VA counseling center in Mesa, Arizona, during which he also earned an associate’s degree in Criminal Justice from Mesa Community College. He is now a Financial Paraplanner Qualified Professional™.

Aaron has lived in multiple states and countries over the last ten years, but landed back in Washington, where he now lives with his wife, Emily, and their sons, Graham and Channing and their daughter, Oakley. They enjoy camping, sports, and helping fellow veterans in their local community. They are also diehard Seattle Seahawks fans. Go Hawks!