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.
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.
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.
This page links to PDF files. Use this link to download Adobe Reader if needed.