Wealth and Health Seminar Series 2019

Wednesdays September 11 - October 9

6:00 PM - 7:00 PM

Munson Location:  Building 29, REMEC 1

 

September 11:  Finance 101

Amy Bircher, CRPC Transamerica

This money management essentials presentation highlights the basic strategies for saving, investing, budgeting, and managing credit and debt.  It's never too late to pick up better financial habits.  The sooner you start the sooner you'll feel more confident about your long-term future.

No Handouts

September 18: Social Security Ins and Outs

Lindsay Susalski, Social Security Administration

There are many Social Security claiming strategies - choosing the optimal strategy for you could mean a difference of thousands of dollars every year in retirement.  Lindsay will show you how Social Security can fit into your retirement income plan and share different strategies for when to claim your benefit.

Handouts will be given at the session

September 25: Estate and Advance Planning

Deborah Rysso, Rysso& Wingfield, PLLC - Elder Law & Estate Planning Attorney; Stephanie Van Slyke, BA, RN, Collaborative Care Coordinator, Ethics Service

Legal and advance planning in plain English.  Learn about what documents you need to complete to protect yourself and your loved-ones in the case of illness, incapacitation and death.  Basics of estate planning, trusts, probate, and more.

Handout 1 - Advance Medical Directive and Treatment

Handout 2 - MMC-ACP Workbook form 11649

Handout 3 - Elder Law and Estate Planning

October 2: Women and Retirement/Investment Planning

Amy Bircher, CRPC Transamerica

Women face unique financial opportunities and challenges today that can affect their Wealth + Health™ in the future.  Just to name a few: Longevity, time in workforce, more conservative tendencies in investing.  This session will address these real issues and how to strengthen your own financial outlook, in spite of them.

Handouts

October 9: Get Ready to Retire

Amy Bircher, CRPC Transamerica

Whatever your retirement dreams are, Transamerica is here to help you achieve them.  Join us for a lively group meeting that will go over some key concepts to consider as you get ready to retire: investments, Income Planning, Healthcare, Legacy, and Lifestyle.  You will definitely want to attend this interactive seminar if you are within 10 years of retirement!

Handouts