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Gain essential insights into preparing for a financially secure retirement, from building a solid savings plan to maximizing Social Security and pension benefits. Explore investment strategies, tax planning, and ways to protect your assets through wills, trusts, and estate planning. Learn about long-term care funding options, insurance coverage, and how to avoid common financial pitfalls. Discover how to create a personalized plan that supports your lifestyle goals, provides peace of mind, and ensures lasting security for you and your loved ones.

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Speaker:​​​​

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PETER NEWMAN, CFA

President

Peak Wealth Planning

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LAURIE P. BARRY, CFP

Senior Vice President-Wealth Management

UBS Financial Services Inc

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BEN A. NEIBURGER JD, CPA

Founder/Estate Planning Attorney

Generation Law