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Retirement and Long Term Care Fundamentals

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NYPL - Science, Industry and Business Library

188 Madison Avenue

New York, NY 10016

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Sheila Jacobs, CFP® of the Financial Women's Association discusses timeless strategies for financial success from vision through implementation and beyond. Topics covered include Goal Setting, Creating Actionable Steps, and the Importance of Having a Long Term Care plan (with or without insurance).

I’m grateful for more than 20 years’ of insights and knowledge gained from helping to manage assets for women, families, charitable organizations, and small businesses in constantly changing markets. A graduate of Douglass College (Rutgers University/Economics), I worked as a Financial Literacy educator and writer with Life & Money Consulting, prior to joining Wells Fargo Advisors. With an emphasis on knowledge and continuing education, I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation through The American College.

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NYPL - Science, Industry and Business Library

188 Madison Avenue

New York, NY 10016

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