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Financially Fit Video Series

Estate Planning for Everyone

Wednesday, Nov. 20, 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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A Place Called Home: Housing as You Age

Thursday, Oct. 10, 2013

Learn why housing is critical to your financial future and personal well-being—and explore new ways to stay at home in retirement, including the promising “village model,” which originated here in Boston. Panelists Lisa McAree ’76 and Rita Kostiuk ’06, MSW’08, also address the key issue of affordability and discuss diverse caregiving and housing options.




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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Making Retirement Work

Tuesday, March 12, 2013

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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