Programs and Events

Description

Instructor

Hopefully you are looking forward to your retirement. If not, then you may be worried that you haven’t adequately planned for it or haven’t made any plans at all. Well, you’re not alone and it’s not too late.

This “Boomer Boot Camp” for women approaching retirement is designed to give you the necessary guidance and structure to help you “win” your battle over worry and start laying the groundwork for your retirement readiness.

This is a hands-on, personalized program where you’ll use your own information to help prepare a customized retirement plan. Participants must be within five years of retirement, willing to commit to all three sessions and willing to do homework between sessions.

Over the 3 consecutive Saturday sessions, attendees will learn to assess their retirement readiness, identify sources of retirement income, develop their net worth statement and review important tax and legal documents as well as use their own financial information to help prepare a customized retirement plan.

Certified financial planner Kirsten R. Braley has over 16 years of experience in financial services. Kirsten holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. The CFP® certification helps clients identify financial professionals who are committed to competent and ethical behavior. Certificate holders voluntarily submit to a rigorous process that includes demanding education, examination, experience and ethical requirements.

When:  Saturdays, 9/22, 9/26, 10/6

Time:   9:00-11:30am

Costs: Three sessions - $35 (YWCA Members): $40 (non-members)

Class Code: 

Contact us:

Debra Raines
Director of Mission Advancement
609-497-2100 ext. 307

Saturday September 22, 2012
9:00 AM - 12:00 PM

Location: BMW Classroom B