Seniors used to be concerned about their fixed incomes. Now they worry about their fixed and shrinking incomes.
We hope this program will offer practical advice to our retirees and our boomers thinking about retirement.
The program
is as follows. Our moderator will be Paul Collins, Board Member of the Council on Aging Kathryn Valega, CFP® will address “How To Plan Before It Is Too Late” Kathryn is a Certified Financial Planner and a Chartered Alternative Investment Analyst. She has 20 years experience in financial services having worked for Lehman Brothers, Smith Barney, Credit Suisse and Pioneer Investments. She is now with Green Bridge Wealth
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Management in Winchester. She is a graduate of the University of Pennsylvania and holds an advanced degree from Johns Hopkins.
