Women have several unique challenges when it comes to financial planning. We know that on average women live 2 to 3 years longer than men. That longevity has a domino effect in not only the accumulation phase of retirement planning but also the distribution phase.
- Approaching these unique planning challenges and opportunities for women is through four main topics; healthcare, retirement accumulation & income planning, social security, and estate planning.
- Join us to understand the 3 phases of retirement and how each one requires a specific plan.