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Faculty Transition Series: “Health of Your Wealth”

February 15, 2023 @ 12:00 pm - 1:00 pm EST

Nora Yousif

Faculty Transition Webinar Series-
“Health of Your Wealth: Retirement preparation in the midst of unknowns”

Ms. Yousif will equip you with the know-how you need for a successful retirement transition, even in the context of all the macroeconomic uncertainty. She will discuss key insights to help protect your family’s financial well-being, review how to help ensure you are on track to retire at your targeted age, discuss advanced strategies to help maximize your future social security monthly benefit, offer low-risk alternatives to cash with inflation looming, advise on how to take advantage of elevated interest rates, and provide investment considerations given the recent market volatility.

Learning objectives include:

  • Learn to optimize your existing insurance policies and the benefits of estate planning in MA
  • Assess your trajectory to retire when and how you want
  • Learn to maximize your family’s monthly social security benefit amounts
  • Learn how to construct your investment portfolio to take advantage of rising interest rates and market volatility

Presenter: Nora Yousif, CFP, CDFA, MBA, Financial Advisor and Senior Vice President of the Empower Wealth Group at RBC Wealth Management

 


Other Faculty Transition Webinar Series
Successful Transition to Retirement While Balancing Continued Engagement at MGH on Wednesday, November 16, 2022 at 12-1 pm
Retirement Nuts and Bolts on Wednesday, December 21, 2022 at 12-1 pm
Re-Energize, Reimagine, Reinvent: Crafting the Next Chapter of Your Work and Life on Wednesday, January 18, 2023 at 12-1 pm

Details

Date:
February 15, 2023
Time:
12:00 pm - 1:00 pm EST
Event Categories:
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Event Tags:
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Venue

Virtual

Organizer

Center for Faculty Development (CFD)
Phone:
(617) 724-0818
Email:
cfd@partners.org
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