By popular request, the CWBA is offering a free three-part financial wellness series for our members! Come meet with financial experts and advisors as we dive into numerous topics such as: finance 101, how to choose a financial advisor, saving money vs paying loans, planning for children and aging parents simultaneously, “happy money” and strategies to employ to be at peace with money, and a breadth of other topics. We will have engaging conversations regarding all stages of financial planning and answer those burning questions you’ve always wanted to ask about money but never have.
SESSION 3: Finance 103 - Women Thriving in Retirement
Women & Retirement Planning is geared towards highlighting the unique challenges and opportunities that women face when planning for their retirement journey. We will also cover some of the pros and cons of the different options available for firms that are considering implementing a retirement plan.
We will also discuss how estate planning can ensure your retirement is not derailed by age or incapacity, along with options to coordinate your estate plan with your retirement assets.
Presenters: ABA Retirement Funds Program/VOYA - Seth Cohen & Joanna Sammy Balson Faix & McVey, LLP - Josie Faix
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