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Financial Wellness: Your Financial Roadmap
June 27, 2017 @ 12:00 pm - 1:00 pm
Ever wish your money came with instructions? Well, now it does! Join us as we review your financial roadmap for those in their 30s, 40s, 50s and 60s. Learn how to be a college savvy parent to help ensure that you get the most financial aid possible, how to best tackle your student loans and how to pivot with interest rates on the rise. Learn advanced strategies that most people are unaware of to maximize your future social security monthly benefit and avoid common investing pitfalls in your retirement account. You won’t want to miss these tips and tricks.
Presenter Nora Yousif is a 3rd generation Financial Advisor who is a major advocate for financial education. Her family team has been noted in the Boston Business Journal, The Boston Globe, Boston Magazine and she was voted a top “40 Under 40” Financial Advisor by Investment News*. Nora is passionate about educating people about their financial future and investments, while helping to ensure they are financially bullet-proof for whatever life throws their way. This past spring she shared the stage with Arianna Huffington presenting on personal finance at the Boston Business Innovation Conference. She has presented nationally on personal finance and investing to over 40 organizations, comments for New England Cable News (NECN) television’s “Money Saving Monday” segment, WBZ News Radio, CNBC.com, Banker & Tradesman, Yahoo Finance and more.
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