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Speaker: Niraj Chhabra, CFP®, MBA, CRPC®, CLTC, Financial Advisor
1 Substantive Credit
Description: Financial planning is different for men and women. Women have the challenge of balancing career with family, historically have made less money and therefore earn less in social security, live longer, and are typically the ones who care for aging parents. I’ve put together a seminar that addresses these concerns and other potential pitfalls. Other concerns that typically come up during the seminar are: education planning, preparing to be a caretaker for parents, life insurance & protection planning, retirement planning, budgeting and tax reduction strategies.
This CLE is sponsored by the WIP section.