Financial Regrets, Concerns and Expectations – A Generational Perspective

Start time
10:00 AM Pacific
End time
11:00 AM Pacific

Part of the “Aging and Retirement: A Generational Perspective” Series, sponsored by Genworth

 

Register Now
Includes Complimentary CEUs

Is America ready for retirement? Learn about bridging the gap between expectations and reality. In the second part of this three part series we will focus on the state of America’s finances and retirement planning. What are Americans’ expectations, who is at risk and what advice do older generations have on savings and avoidable regrets? Part Three of the series will focus on the importance of planning for a long-term-care event.

Participants in this web seminar will be able to:

  • Understand why women are most vulnerable, both pre- and post-retirement, and four steps to take now to prevent this vulnerability;
  • Understand why it is never too late to balance one’s health and finances;
  • Discuss the major disconnects between expectations for retirement and current actions to meet financial goals; and,
  • Understand key actions at the beginning of a career path, in one’s earning years and in retirement.

Presenters:

Wendy Boglioli is an Olympic Gold Medalist, long-term-care specialist and Genworth spokesperson. She is also a licensed broker and healthy aging advocate.
Kari Ullman is principal of J&K Solutions, a consumer insights company. Ullman has 10 years experience in the financial services industry.