"A Roadmap to Your Successful Financial Future" series. Workshshop 3: Rerouting, side trips and navigation

April 20

We are pleased to invite you to the third series of general financial education workshops for A Roadmap to your Successful Financial Future. The series will go in depth on basic financial knowledge, including investment vehicles and account types, personal financial statements, setting financial goals, and how to use your current financial situation to implement a successful path towards your retirement. The third session of a series Rerouting, Side Trips and Navigations is scheduled for April 20 and we will discuss:

  • How to prepare for unexpected life changes;
  • Retirement mistakes: having no plan, underestimating future costs, choosing wrong investments, tax mistakes with consequences;
  • Health care and Social Security planning;
  • Estate and college planning;
  • Trip Navigators: Who should drive? Financial professionals, what questions to ask?
  • What is the difference between brokers, wealth managers, and robo advisors?
  • Put it all together by planning now and being prepared for later.

 

The speakers will be from member company Reilly Financial Advisors, Jason Watters and Gabrielle Reilly, Vice Presidents Europe.

The workshop will begin at 9:30 a.m. in the AmCham Boardroom (Spektrum Tower, ul. Twarda 18, 16th floor).

R.S.V.P. barbara.pocialik@amcham.pl

 

 
 
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