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Your Power Years: A Preview of Tomorrow’s Possibilities
Based on the book by Ken Dychtwald, this session is geared toward baby boomers — born between 1946 and 1964 — to discuss the changing face of retirement. People are working longer, living longer, pursuing goals and dreams, starting businesses and enjoying post-retirement careers. The concept of retirement at age 65 is outdated. Developed as a collaborative effort with Vanguard Funds this session will help you determine if you’re on track for a comfortable, financially independent retirement and give you tips for getting started today.
Complete Estate Planning: Wills, Trusts, Probate & Medicaid
If you find estate planning daunting, confusing or something you just don’t want to think about, this session presented in simple easy to understand language will help you determine what level of planning you need. Discussion includes wills, trusts, beneficiary designations, Medicaid, asset protection, probate avoidance, Federal and New York State estate taxes and ensuring the smooth transfer of assets to your beneficiaries.
Divorce, Money & You
If you are contemplating or going through divorce, this session will explain the process, your legal rights, division of assets including retirement plans and pensions, QDROs, child support, maintenance and alimony, inheritance, separate property, working with attorneys and mediators and much more.
Money Talk for Women: Take Control & Secure Your Future
If you sometimes think that personal finance and investments are a foreign language, this seminar will help you to take charge of your financial future by making smart money decisions. From savings and investing to paying off debts to planning for retirement, you’ll get on track armed with the tools you need to secure your financial future and become financially independent.