Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
October 18, 2018 @ 2:30 pm – 4:00 pm
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
Shelley Lightfoot
858 200-1911

A Different Perspective for Women Towards Investing for Retirement; presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor

Many women may have 15 or more years before retirement. And because of that length of time, feel they have plenty of time before they need to begin thinking about their retirement, or setting some money aside for it. In addition, women encounter unique challenges that may interfere with their career. Consequently, they may end up with less workforce duration and fewer savings and lower social security savings. This presentation will give you insights as to how to help guide your female clients that may think about starting “tomorrow” with a different perspective and show you why guiding them to start today makes financial sense.