Anna Hays, JD, LLM, Advanced Planning Consultant

Anna Hays is an advanced planning consultant at Commonwealth. With the firm since 2016, she provides financial planning support for affiliated advisors, including guidance on estate, trust, charitable, education, business, and social security planning strategies. Anna earned her JD from Duquesne University and her LLM in international human rights from the National University of Ireland in Galway.
  • Retirement Planning for Veterans and Military Clients

    Former and current service members have some complex choices to make in order to manage and optimize their retirement benefits. Understanding the ins and outs of their plan options is key to helping guide them toward financial security in military retirement.

    Anna Hays, JD, LLM

    Anna Hays, JD, LLM

    11.10.21

  • 10 Year-End Financial Planning Topics to Discuss with Clients

    The fourth quarter signals it’s time to get a jump on year-end financial planning discussions. This checklist touches on the major issues to help make your conversations with clients as productive as possible and reinforce the value you deliver.

    Anna Hays, JD, LLM

    Anna Hays, JD, LLM

    10.13.21

  • Your Special Needs Planning Toolkit: ABLE Accounts

    When putting together your special needs planning toolkit, be sure to consider ABLE accounts.

    Anna Hays, JD, LLM

    Anna Hays, JD, LLM

    07.26.21

  • Financial Guidance for Recent Widows

    Women are living longer than men, yet many are unprepared to tackle the financial issues they suddenly face after a husband’s death. Advisors can help widows get their finances in focus by guiding them through some common planning challenges.

    Anna Hays, JD, LLM

    Anna Hays, JD, LLM

    07.07.21

  • Guiding Women Through Financial Change After a Divorce

    Women often take a harder financial hit after divorce and ending a marriage post-pandemic is even more likely to interrupt a woman’s financial path.

    Anna Hays, JD, LLM

    Anna Hays, JD, LLM

    05.12.21

  • Helping Clients Cope with the Pandemic’s Impact on Women’s Finances

    Women have been hard hit by COVID-19’s economic challenges. Addressing these priorities could help stem the damage and protect your women clients’ financial security.

    Anna Hays, JD, LLM

    Anna Hays, JD, LLM

    03.03.21