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Webinar: Retirement Planning: Balancing Life Today and Dreams for Tomorrow
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 Export to Your Calendar 10/16/2017
When: Monday, October 16, 2017
2:00 to 3:00 PM
Where: Online
United States
Contact: Alex Mascaro
781-239-8709


Online registration is available until: 10/16/2017
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NEHRA's Webinar Series:

Retirement Planning: Balancing Life Today and Dreams for Tomorrow

Presented by Joanne Reilly and Associates

Description

Times have changed. Chances are you’ll be living longer, and you’ll have more opportunities to pursue your passions and interests. But you’ll also
face some important questions.


• Will you be able to balance the needs of today with tomorrow’s goals?
• Will you outlive your money?
• Will you have enough money to live life on your terms?

Understand the framework we use for educating employees on how to plan for their future and provide for a more confident retirement while meeting their current needs and pursuing their interests – at work and play.

Presenter:

Joanne Reilly, CFP®, APMA®, CDFA™, (Joanne Reilly and Associates) is a Certified Financial Planner with more than 30+ years of successful experience working with clients to build more confident futures while preparing for the unexpected. In addition to holding the CFP® designation, she also holds the CDFA™ (Certified Divorce Financial Analyst designation) as well as the APMA® (Accredited Portfolio Management Advisor) designation.

A graduate of Smith College, her previous positions included Bank of America (Senior Vice President, Investments and Insurance) and Fidelity Investments (Marketing Manager). She currently serves on the Board of Directors for The Savings Bank, Wakefield MA and is a member of her town Finance Committee.

Joanne enjoys travel, time with friends and family and is an avid tennis player. She also invests time back into her north shore communities through her work with The Haven Project. A growing non-profit organization, The Haven Project assists the needs of homeless young adults on the north shore of Boston. Their mission is to EQUIP and EMPOWER the growing population of unaccompanied and at-risk young adults ages 17-24 with the skills and support they need to achieve their life's purpose.

Joanne is licensed and registered to conduct business in MA. Based on licenses and registrations she holds, she may also conduct business in GA, AZ, NC, TX, CO, RI, CT, NJ, VA, PA, OR, MI, MT, WA, CA, NY, FL, NH. CA Insurance #0D03760

Cost:  Members - FREE     Non-Members: $50

 

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