Webinar: My 65+ Planning Checklist: Am I on Track?
02/20/2024Register for this FREE webinar for Seniors & their Families
When: Wednesday, March 13th | 10 AM EST
Where: https://bit.ly/65pluswes (Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message at 914.231.3227)
As we age, we face many decisions related to Medicaid/Medicare, housing, legal documents, and much more. Plus we have other responsibilities (caring for grandchildren/even older relatives or having adult children still at home). Still others are aging independently.
During this webinar, we will have an attorney and financial planner present real-life situations that illustrate critical steps to take, covering both your primary and backup plan for care and well-being. Please send us or bring your questions to the webinar, where we will address them.
Speakers:
- Jean Riordan, CFP, Vice President, Vision Retirement
- Sarah Steckler, Esq., Partner, Warshaw Burstein LLP
Contact bruce@marketingsense2.com for questions about the webinar.
