Financially Fit Video Series
Discover what you don’t know—but should—about retirement and other life-planning topics. View the latest financially fit video series, and check back soon for fall offerings.
Making Sense of Long-Term Care
Wednesday, May 22, 2013
Whether you’re planning for yourself or family members, you’ll benefit from this panel discussion that examines what long-term care means in today’s healthcare system and how to arrange for quality care—both financially and legally. Panelists include long-term care expert Lisa McAree ’76 and attorney Donald Freedman, JD’72.
Estate Planning for Everyone
Wednesday, March 27, 2013
Discover why estate planning is essential for you and your family—and learn from attorney Michael J. Puzo ’74, JD’77, the important steps you can take today regardless of your age or finances.
Making Retirement Work
Let financial planner Francis J. Sennott ’77, MBA’81, help you draw a roadmap to a sustainable retirement—a timely discussion for those just starting to save and those approaching retirement.