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Creating
a Secure and Satisfying Retirement
Thursday, October 16,
2008
6:30-9:30 PM
Radisson Hotel,
11 Tara Blvd., Nashua NH
- Conway Room
3 talented experts have shared
their expertise - this was an informative and lively session, with
something for everyone!
Click here for notes and resources from the presentations.
Agenda:
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6 PM - Registration opens
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6:30 - 8:30 PM - Featured
Presentations with Q&A
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8:30 - 9:30 PM - Networking
| Featured
Presentations: |
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How Technology has Revolutionized the Money Business
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Learn what tools can limit your risk in today’s volatile
markets, with focus on investments for near-term or current
retirees |
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Nancy Kilty
Legacy Financial Advisors
& DECconnection Board Member |
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Discover how
to capitalize on the revolutionary changes in the Financial
Industry, including updates on technology, products, advisors,
and your demographics. Learn how enabling technology has
shifted the focus of new products from risk-based investing to
income-for-life investing. Nancy Kilty, CFP®, brings
25 yrs. of technology experience together with an inside look at
the money business.
Nancy Kilty is a Professional
Financial Advisor, whose focus is helping individuals and small
businesses achieve their retirement goals through effective
estate, financial and business planning. |
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Long-term Care Insurance: Reading the Fine Print |
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Mary Murphy
Independent Financial
Advisor & DECconnection Member |
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Mary C.
Murphy is an award-winning independent financial advisor,
affiliated with Mass Mutual. In this role, she provides
comprehensive insurance and wealth management advice and
strategies to her high technology and business clients.
Previously, Mary worked at UBS Financial Services, taught high
school math and personal financial planning courses, mentored an
Investment Club, and won the New Hampshire Stock Market
Simulation stock picking contest two years in a row. Mary's
original career was in high technology in sales and marketing at
IBM, DEC, Curl Corp., and others. She retired from this career
and its frequent international travel demands to become a
full-time caregiver to an ailing parent. Mary knows first hand
the importance of having quality long-term care insurance. |
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"What will I do with the rest of my life?" |
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Roberta Taylor
Life & Retirement Coach |
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Today's "50-
and 60-somethings" can expect to live longer, healthier lives
than any previous generation. Ensuring that these years are
rewarding and fulfilling will require self exploration and more
than a little bit of planning. The workshop will address
questions frequently asked by “third agers” such as; “Who” do I
want to be in the second half of life? How do I want to spend my
time, energy, and resources? What gets me out of bed in the
morning?
Certified life
coach and retirement coaching specialist, Roberta Taylor is
dedicated to helping individuals and couples in midlife and
beyond to redefine retirement and recreate themselves in the
second half of their lives.
Special Offer:
Roberta Taylor is offering a free consultation for individuals
or couples who attend "Creating a Secure and Satisfying
Retirement" - contact her after her talk. |
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