Financial literacy is independent of education. Many people experience negative emotions, frustration and embarrassment when it comes to planning for retirement, and it leads to paralysis. This workshop will provide you with the necessary tools to approach your retirement with confidence.
Suellen Savant Hawking, MBA, CFP® is a financial planner and educator. She specializes in Retirement Income Planning. She will guide you through the options for claiming Social Security and maximizing your retirement income.
Anna Minkina is a Healthcare Specialist. She utilizes a new approach to untangling the confusing web of Medicare, and finding the right supplemental plan that meets your individual needs.
Attorney Eileen Kerlin Walsh educates attendees on how to leave their possessions to loved ones in an easy to understand presentation on Wills and Trusts. Eileen shows how to leave your wisdom as well as your wealth through the ancient tradition of an Ethical Will.
This workshop goes beyond standard retirement planning to ensure your success and peace of mind in this exciting new act of your life.