Attendees will also have the opportunity to take part in 15-minute one-on-one sessions with financial experts, gaining foundational guidance to ensure their golden years truly shine. Space is limited! Throughout the day, guests can attend breakout sessions covering topics such as financial planning, Social Security benefits, Medicare, wills and estates, and protecting yourself against frauds and scams. The program features a keynote address from author and one of 100 Certified Financial Therapists (CFT), Erika Wasserman.
Join us for a full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER(TM) professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium and be livestreamed on Zoom. This is a hybrid event. Registration is required for Zoom attendance.