Decisions made throughout your lifetime can have a big impact on your future financial security. Women especially face unique challenges that put them at greater financial risk, including longevity, lower lifetime earnings, out-of-pocket healthcare costs, and unpaid caregiving. From navigating savings options to managing debt, caregiving responsibilities, and long-term care, this session will highlight common retirement planning “pitfalls” and specific actions you can take at every stage of y...
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Decisions made throughout your lifetime can have a big impact on your future financial security. Women especially face unique challenges that put them at greater financial risk, including longevity, lower lifetime earnings, out-of-pocket healthcare costs, and unpaid caregiving. From navigating savings options to managing debt, caregiving responsibilities, and long-term care, this session will highlight common retirement planning “pitfalls” and specific actions you can take at every stage of y...
We discuss the Safer Act, which became a provision in SECURE 2.0 allowing penalty-free withdrawal from retirement plans for victims of domestic abuse. Given the breadth and scope of domestic violence, this educational session offers background information on the Safer Act and its importance. We look towards 2024 when the provision will go into effect so you can prepare yourself and your plans. Download the PowerPoint presentation to follow along. Speakers: Sally Schaeffer, Principal Consultan...
Women in Retirement: Third Thursdays
Decisions made throughout your lifetime can have a big impact on your future financial security. Women especially face unique challenges that put them at greater financial risk, including longevity, lower lifetime earnings, out-of-pocket healthcare costs, and unpaid caregiving. From navigating savings options to managing debt, caregiving responsibilities, and long-term care, this session will highlight common retirement planning “pitfalls” and specific actions you can take at every stage of y...
