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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.

Long-Term Care Planning Strategies

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Long-Term Care Legal Issues

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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.

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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.

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