Long-Term Financial Planning

Long-Term Financial Planning

Learn about the financial skills needed to plan well for a long retirement: budgeting,
investing, how to create your own personal financial GPS, how to balance risk vs.
reward in a safe and personalized asset allocation strategy.

Become familiar with the 6 L’s in retirement and how they require different financial strategies and plans: Lifestyle,
Liquidity, Longevity, Long-Term Care, Legacy, and Legal.

Judy will help you see the risks ahead in the 5 Key Threats to Retirement Income.

Through these workshops, Judy will help reframe our understanding of financial readiness in retirement.

The primary feedback from Judy’s workshops is that participants always come away with something they didn’t know before, and that the information is practical and beneficial to them and their families. Above all the word most used in her reviews is “Clarity”.

Judy offers 5 workshops to help you Build your Wealth, Protect your Family, Achieve
your Goals, Live your Dreams, and Love your Retirement.

– The 5 Core Competencies of Financial Literacy
– How to Create Your Own Personalized Financial Strategy
– Risk and Asset Allocation
– 65: The 6 L’s of Retirement and the 5 Key Threats to your Retirement Income
– Long-Term Care, the Statistics, and How to Protect Your Assets

Workshops are 50 minutes in length, followed by a short time for questions.

Workshops can be customized to fit the specific needs of any group.