• The Four Pillars of the New Retirement

    Virtual Presentation

    An extensive study by Edward Jones and Age Wave uncovered four essential "pillars" – health, family, purpose and finances – that can impact your quality of life in retirement. As the country re-opens for business and social gatherings and we transition to a new normal, we will continue this important conversation about the new retirement and how it is evolving. Please join us for "The Four Pillars of the New Retirement," to explore the many ways retirement is changing and ways to take action today to help ensure you can live retirement on your own terms.

    Presenter: Judi McAnaw

    SIGN UP  to learn about the  four essential pillars here. 

     

     

  • Keeping Your Financial House in Order

    Virtual Presentation

    Keeping Your Financial House in Order:
    Tips to Tame your Paperwork and Calm Your Mind

    During this webinar, we will share engaging tips and best practices to organize and streamline household finances. The speaker will provide advice on managing bills and budgeting, protecting yourself against fraud and planning for the future.

    Speaker: Amy Jo Neill, President of The ANA Group. The ANA Group provides daily money management, financial organizing, household management and fiduciary services.



    (Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227)

    For information email: bruce@marketingsense2.com