On September 20th, Glass Jacobson co-hosted its first “Protect Yourself” seminar for Empty Nesters. The seminar was a resounding success, but for those of you who were unable to attend, here are the Top 5 Tips for Retiring & Empty Nester Women:
- Women’s Retirement Planning Needs to Look Further Out: Retirement planning is especially important for women. Because many women take time from careers to care for aging parents or children, social security and pension benefits are often lower than their male counterparts, and yet women generally live longer than men. So, women often have to stretch limited retirement savings over a longer period. With this in mind, women need to think about their retirement planning as carrying them over a longer term.
- It’s Never too Late to Start Saving: Just because you might be a little further up there in years, you still stand to gain if you start saving now. For example, if you prudently invest just $2000 at age 50, with a modest year-over-year annual interest rate of 6%, you’ll have $49,345.00 by the time you’re 65!
- Know and Protect Your Assets: You know your most common assets: your home, your investment accounts, your valuables. But do you know how to protect them for yourself and your beneficiaries? At this state of your life, it is crucial to understand the difference between titling, use of trusts and adding joint owners. They all have different outcomes for your beneficiaries.
- Hormones, Move-On: During this time in their lives, women have had their share of human hormone absorption and flux. Do yourself a favor and switch to organic milk and meat products. You don’t need cow and chicken hormones too!
- Super-fy your Nutrition: Cruciferous vegetables are the new super food for women’s health at this age. Work broccoli, cabbage, cauliflower and brussels sprouts into your diet.
Want to learn more? Download the documents from the session by clicking the links below. Also, mark your calendars for the next session, Business 101 on November 15th (details to be released soon).
Women and Retirement/Financial Information (pdf) from Christine Schmitz
Protect Yourself Legally (ppt) from Kim Battaglia
The Dirty Dozen to Avoid and Organic Foods- Nutritional Advice from Elise Rubenstein
Want more information about women’s retirement planning? Please contact Glass Jacobson’s Christine Schmitz or Hodes, Pessin & Katz, P.A.’s Kim Battaglia.
_______________________________________________________________________
August 17, 2011
Here are the details for the first seminar!
EMPTY NESTERS- TIME TO THINK ABOUT YOUR FUTURE.
Speakers:
Christine Schmitz, Senior Financial Advisor, Glass Jacobson
Kim Battaglia, Attorney, Hodes, Pessin, Katz, P.A.
Elise Rubenstein, Nutritionist
WHEN:
September 20th
11:45 a.m. – 1:30 p.m. (lunch will be served)
WHERE:
Hodes, Pessin & Katz, P.A.
901 Dulaney Valley Rd. Suite 500
Towson, MD 21204
(next to Sheraton with plenty of free parking)
This lunch seminar is free, but registration is required. Please contact Erin Covell at ecovell@hpklegal.com or 410-938-8800.
———————————————————————–
August 10, 2011
We are looking forward to the launch of the series, “Women: Protect Yourself. Strategies for Navigating Life’s Stages.”
Each of the 5 scheduled lunch and learns, beginning September 20th, will offer financial and legal strategies to support women as they navigate through life-changing stages, from new motherhood, to starting a business, to empty-nesting and caring for aging parents. Each series will feature financial professionals from Glass Jacobson, legal professionals from Hodes, Pessin and Katz, and will include a special guest with advise for improving your overall well-being. More information is available here.
The first official invitation with topics and speakers will be out shortly!
For more information, contact Sarah Sedlak.