Retire Rich at Any Age
with Suzanne Wolfson, Bruce Wrisley and Robert SehrLearn how to direct, match and balance resources to achieve your retirement goals.
This highly experienced, expert panel will provide valuable, practical financial and legal ideas to "help you, help yourself" facilitate your objectives and desires for the life in the second half. It will include how to prepare, adjust and meet your future retirement needs with your resources. They will share insightful tips on important variables, options and decision making processes to consider whether you are still pre-retirement or already retired. This panel will highlight some very important issues, considerations, and strategic choices within the framework of the different phases, present and future.
- Retirement: What does it, or will it look like?
- In a drastically changing economic environment, what is or could be the impact to your finances. Does your retirement plan need a makeover?
- The reasons people run out of money. How to make your resources last.
- What is or will be the sources of your retirement income? Why you can't count on Social Security. Income creation alternatives and crucial factors.
- How to Adjust and Prepare for the unexpected expenses, unplanned for significant life losses (i.e.: financial, healthcare, career/ job, divorce, widowed, etc).
- Real Estate: Your Home, Your Investment. Making the most of your home equity. How to evaluate your alternatives and options. Determining the best choices, balancing them with all your retirement needs.
- Legal concerns and strategies for the second half of your life. Preemptive and constructive tips to safeguard your retirement objectives.
Suzanne WolfsonSuzanne Wolfson MBA,CFPR, Financial Planner for RetirementT. Since 1977 Suzanne Wolfson has provided invaluable assistance to clients with their important financial decisions, planning, investment management and a broad spectrum of Real Estate transactions. Having received degrees in both Education as well as a MBA in Finance, combined with her 32 years of experience, she is able to bring clarity and wisdom to the subject of Retirement. She has shared her specialized knowledge and insight as a graduate school adjunct professor, writing articles, radio, and as an expert speaker on a variety of topics incorporated in comprehensive Retirement Financial Planning and Aging. Suzanne is a retirement specialist and founder of both SECOND HALF Financial, including both FOR RETIRED ONLYR and Retirement Real Estate ProfessionalsT. Her theme of "helping you, help yourself" incorporates the using of appropriate, balanced, cost efficient financial strategies and realistic solutions to match needs throughout all phases of the second half of life.
Bruce WrisleyBruce Wrisley, RE Broker - SRES, CS, GRI brings a rare combination of wisdom gained through his psychology degrees including a MA from Stanford University and his 53 very active filled years involved in the Real Estate industry in Marin County. Bruce has shared his expertise by educating many through his courses on the subject of "Housing Alternatives after 55" and "Investment in Real Estate" at the local college (1978-2001), TV, publications, his extensive involvement with the Marin Board of Realtor (past president and developed education programs) as well as his community services. He has just recently completed a book on ""Stay or Move, The Seniors' Housing Dilemma."
Robert SehrRobert Sehr's, Attorney has a degree in economics and graduated from Yale School of Law. He has provided valuable guidance and aid to many individuals and companies for over 33 years. Additionally he has been published and has taught advanced planning courses at several colleges and universities. His astute, creative approach and concentration has been in the area of business, taxation and estate planning. Additionally he has contributes regularly with Mt. Diablo's Estate Planning Council and the Financial Planning Association.
