Caregiving Through the Holidays
November 13, 2018
Income Protection Strategies for Your Clients
November 20, 2018A Different Perspective for Women Towards Investing for Retirement
$25.00
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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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