Presentations
Financial wellness is foundational to a plenteous life. Nuances associated with retirement readiness and women and money add complexities that require additional focus and attention. We would be delighted to share this relevant information with your employees, clients, professional group, civic organization or more in an engaging, compelling way. Schedule a presentation today.
Five to Ten Years Before Retirement
What Should You Be Thinking About? Approaching retirement is a significant life transition that requires careful planning and preparation. Join us for an informative [...]
To Be Retirement Ready Plan Now
Building a Secure Retirement Future Worried about thirty years of inflation, taxes, market volatility and no paycheck? Learn to address these issues now rather [...]
Non-financial Aspects of Retirement
Beyond the Dollars Retirement isn't just about financial planning; it's also a profound life transition that brings new opportunities and challenges. Join us for [...]
Demystifying Medicare
Your Guide to Healthcare Coverage in Retirement Are you approaching retirement age or helping a someone navigate the complexities of healthcare coverage during their [...]
Cracking the Social Security Code
Safeguarding Your Retirement Are you planning for your retirement and wondering how Social Security fits into your financial future? Join us for an enlightening [...]
Investing and IRA Planning for Boomers
Investing and IRA Planning for Boomers Are you a Baby Boomer approaching retirement, eager to ensure your financial security during your golden years? Join [...]
Tax-Efficient Withdrawal Strategies
Maximizing Your Retirement Income Navigating retirement brings a new set of financial challenges, including making the most of your retirement savings while minimizing tax [...]
Legacy Planning and Gifting Strategies
Shaping Your Legacy with Purpose Legacy planning goes beyond the financial aspects of estate management; it's about leaving a meaningful and enduring impact on [...]
Financial Focus By Age and Stage
Financial Wellness Achieving financial independence requires a thoughtful and adaptable approach to managing your finances. In this session, we will cover the key principles [...]
Women Taking the Reins
Empowering Financial Confidence Statistics show that 95 percent of women will assume the primary role in making financial decisions at some point in their [...]