Because no two journeys are the same, we will discuss the things that matter most to you...career, relationships, family and how to plan for your goals throughout your unique journey. We will include how the pay gap accumulates over the course of a woman's lifetime, why women need to start thinking about funding a 100+ year life span, how to make investment decisions that will help pursue your goals, taking care of others, and ways to maximize and protect your finances.

If retirement is right around the corner, now is a good time to prepare for more than new adventures. Join us for an informative seminar during which we will walk you through a comprehensive checklist of things you will want to consider and challenges you may face in retirement, such as estimating healthcare costs, planning for retirement income, signing up for Medicare, and understanding Social Security benefits. Learn techniques for building a portfolio aligned to your priorities, leveraging a range of solutions including a balanced portfolio of investments, fixed income, and annuities.