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Lunch & Learn: Women - Planning for Life's Big Moments

Lunch & Learn: Women - Planning for Life's Big Moments

Date:     Thursday, December 2, 2021

Time: 12:30 – 1:00 PM CST


Sometimes financial priorities get lost in the shuffle of everyday life — particularly now as caregiving and healthcare concerns are top of mind. But, women have some additional considerations that come into play when planning and saving for the future.  

Why? Life expectancy, healthcare costs, and career interruptions are all contributing factors.  To help you navigate the process, please join us in discussing how and why financial planning is different for women and gives specific information that women should know when making financial decisions.  

Topics include:

  • Change in Relationship Status 
  • Retiring Early 
  • Planning for Healthcare Costs in Retirement 
  • Planning for Caregiving 
  • Legacy Planning 

RSVP: Registration Link

After registering, you will receive a confirmation email containing information about joining the webinar.

Guest Speaker: Stephanie Azzarelli, Vice President Fidelity Institutional

Fidelity Investments is not affiliated with American Portfolios nor Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Opinions expressed are those of the speakers only.