Mergers, restructuring, leadership changes: These are just a few of the reasons we seefrequent professional change in our lives. How do you leverage your human capital and prepare for known and unknown changes in a complex work environment? What are the key financial and non-financial steps to take now, and in the future, to protect yourself adequately and take advantage of change? Join CERTIFIED FINANCIAL PLANNER™
practitioner, Brooke Napiwocki, as she leads an interactive conversation on professional change and shares insightful case studies. This session will end with an opportunity to identify your own potential professional changes and outline your action steps.
February 20, 2020
12:00p - 12:45p
As you approach retirement, your mindset needs to begin to move from accumulation to distribution. That is what retirement income planning is all about – understanding how much annual income you’ll need during your retirement years to support the lifestyle that you want and positioning your assets to provide that income. Sounds much easier said than done! Join Betty and Kathleen as they walk you through three important questions you can ask yourself to determine if you are prepared to retire! What does retirement mean to you? When do you want to retire? And how long will your retirement last? After you click on the registration button, you will receive an email 24 hours before the event date with information needed to access the Webex webinar. Please contact us at: email@example.com with any questions and we would be pleased to assist you!
April 23, 2020
12:00p - 1:00p
Nearly 1 in 5 families are impacted by special needs. There are many different areas impacted when you have a child or loved one with special needs, and financial planning is no different. This interactive presentation will provide valuable information to assist you with understanding the past, present and future of disability planning, how special needs planning differs from traditional planning, specific steps to manage planning within each lifestage, as well as case studies and resources.
After you click on the registration button, you will receive an email 24 hours before the event date
with information needed to access the Webex webinar. Please contact us at: firstname.lastname@example.org
with any questions and we would be pleased to assist you!
September 17, 2020
12:00p - 12:45p