Building Financial Confidence: Retiring Single

Building Financial Confidence: Retiring Single

Learn how to build your financial confidence and plan for retirement as a single person in this online event!

By Linda Black

Date and time

Location

Online

Lineup

About this event

  • Event lasts 1 hour

Welcome to our third class in the Building Financial Confidence series! Whether you're navigating retirement solo by choice or circumstance, this event is tailored just for you. As we invite our favorite experts to weigh in on estate planning, Join us for insightful discussions, expert advice, and practical tips to help you feel empowered about your financial future. Let's tackle retirement planning together!

Featuring Speakers:

  • Linda J. Black, ChFC,GFS, RICP, ChFEBC - LifeMark Securities Corp.
  • Heather Martin, Estate Planning Attorney - Relational Estate & Elder Law
  • Scottie Vosburgh, Real Estate Agent - Corcoran McEnearney
  • Hilary Tarkington Stowers, Certified Holistic Health Counselor, M.Ed. in Clinical Mental Health Counseling, Board-Certified Resident in Counseling, National Certified Counselor (NCC), Certified Grief Educator, EMDR (Eye Movement and Desensitization Reprocessing)-trained clinician - Holistic Health and Nutrition, LLC.

*Please note: This class will be split into 2 parts. The first session will be on July 30, focusing on financial and real estate implications. The second session will be on August 6, focusing on estate planning and physical and mental wellbeing. If you would like to hear all speakers, please make sure to attend both sessions.

Frequently asked questions

Who is this class for?

This class is designed for single retirees: widowed, divorced, or never married, who want to feel more confident about their next chapter in life across financial, legal, health, and lifestyle areas.

What topics will be covered?

Topics include: financial planning, estate planning, housing and long-term care options, and staying physically and emotionally healthy while living independently.

I’m newly retired and feeling overwhelmed. Will this be beginner-friendly?

Yes! This class is designed to be approachable, welcoming, and practical,even if you haven’t done much planning yet.

Do I need to bring anything to the class?

Bring a notepad, any questions you’d like to ask, and an open mind!

Tags

Organized by

Linda Black

 

About Linda Black, ChFC, CRPC, RICP Linda has extensive experience counseling clients on portfolio construction, retirement issues, estate planning and asset protection strategies. She frequently lectures on investment and personal finance topics for organizations and colleges in her community. Linda Black has worked within the financial services industry since 1998.

Registered Representative, Investment Advisor Representative of  LifeMark Securities Corp. member FINRA and SIPC. 400 West Metro Financial Center, Rochester, New York 14623  (585) 424-5672

Free