Women and Retirement
3 Critical Mistakes You Can Avoid
This seminar covers the three biggest mistakes in retirement planning and how to avoid them.
This dinner seminar was created in partnership with Holly Buchanan, an acclaimed author, speaker and consultant specializing in marketing and selling to women.
Topics covered include:
- What women need to know about retirement
- Creating guaranteed income for life
- Why wait to take Social Security?
- Annuities – Fixed, Variable, Indexed
- Making your money work harder for you
- ABC Model of asset allocation
- Long-term care planning
- Communicating needs with family