I’m passionate about empowering retirees to get the most out of their finances and their lives.
I also believe in the importance of community, and coming together in support of our individual and group betterment. As such, I’m proud to host events designed to create clarity by simplifying complex topics surrounding retirement. These events are all offered on a complimentary basis, and are geared towards those who have spent time and effort accumulating wealth, and now want to learn more about the issues surrounding their finances, and how to make the most of their money for the long-term.
Learn the basics of distribution planning from employer-sponsored retirement accounts and how to mitigate the impact of taxes on retirement income. If you’re planning to retire or change jobs soon, make sure you understand your options. Withdrawals, lump-sum distributions, rollovers and required minimum distributions (RMDs) are also covered.
A special presentation for women seeking wealth and well-being. Regardless of where you are in your life journey, there are key steps you can take to help maximize your wealth and well-being. Join me to discuss: what wealth means to you, looking beyond the newspaper headlines and how to get organized, get invested and move closer to achieving your goals.
Effective tools to assist you as you prepare your budget for retirement, manage income and expenses, calculate your net worth, and plan for significant long-term medical and health care coverage including long-term care.
Please check back for future in office events
If you would like any more information on these events, please get in touch and I’ll be happy to answer your questions.