Women’s Class – Fallon Wealth Management

Empowering Futures:

A Women’s Guide to Maximizing Retirement

This class is designed to put women at the forefront of financial planning, helping them build confidence and become the CFO of their retirement. Women also tend to live longer and often outlive their spouses by several years, which makes it especially important to be an active and engaged participant in every aspect of financial planning, particularly during retirement.

Between now and 2030, women are expected to assume control of an additional $16 trillion of assets in the United States.

-McKinsey & Company Research

Throughout this class we're going to cover a number of topics including:

Retirement Risks

Outliving Your Money
The National Deficit
Inflation

Social Security

Full Retirement Age & Penalties
Addressing the Insolvency Issue
Working While Collecting Benefits
Spousal, Widow and Divorce Benefits

Investing in Retirement

Limiting Large Losses
Understanding Your Personal Risk Tolerance
The Importance of Diversification

Beneficiary Planning

Understanding the Importance of Beneficiary Forms
Real Accidental Disinheritance Cases
When to Make Changes/Updates

Trusts

Do You Need One?
Trust Taxes

Presented by Ellen Fallon Natvig

Feedback:

"Excellent, informative, thank you. Did not feel shamed for being 56 and not having retirement figured out."

"Great presentation and education for retirement and setting up goals. I learned more about trusts from you. Thanks!"

"I really liked the presentation. I learned some new things. It brought up a few questions. I feel my situation is not as complicated as I think it is."