BackWomen’s Financial Planning Workshop
Description
We are pleased to offer this free workshop, exclusively for women, to help you strengthen your financial future by creating a retirement and financial plan based on sound principles and safe practices. If you’re a woman planning for retirement or revaluating your plans after the loss of a loved one, this workshop may be for you.
In a safe, comfortable environment, ask our panelists all of your financial, estate and retirement planning questions.
- Determining the amount of money you need to retire
- Minimizing taxes in retirement
- Creating guaranteed income for life
- Creating a retirement income plan that is right for you
- Maximizing your Social Security benefits or Social Security spousal benefits
- Preparing your will, trust and powers of attorney
Our Workshop panelists include:
- Grace C. Nguyen Bond, Esq., Blakinger Thomas, PC
- Kim Carter Paterson, Esq., Paterson Law LLC
- Kelly Trach, CFP®, CRPC®, The JKG Group at Morgan Stanley
- Sharon Graham, Philadelphia Regional Administrator, Center for Medicare and Medicaid Services
Details
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Event Duration:
April 23, 2022
to
April 23, 2022
Keep in touch.