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Creating a Secure and Satisfying Retirement

Thursday, October 16, 2008   6:30-9:30 PM

Radisson Hotel, 11 Tara Blvd., Nashua NH - Conway Room

 

3 talented experts have shared their expertise - this was an informative and lively session, with something for everyone!

 

Click here for notes and resources from the presentations. 

 

Agenda:

  • 6 PM - Registration opens

  • 6:30 - 8:30 PM - Featured Presentations with Q&A

  • 8:30 - 9:30 PM - Networking

Featured Presentations:      
How Technology has Revolutionized the Money Business
    
... Learn what tools can limit your risk in today’s volatile markets, with focus on investments for near-term or current retirees
 

Nancy Kilty

Legacy Financial Advisors & DECconnection Board Member

Discover how to capitalize on the revolutionary changes in the Financial Industry, including updates on technology, products, advisors, and your demographics.  Learn how enabling technology has shifted the focus of new products from risk-based investing to income-for-life investing. Nancy Kilty, CFP®, brings 25 yrs. of technology experience together with an inside look at the money business.

Nancy Kilty is a Professional Financial Advisor, whose focus is helping individuals and small businesses achieve their retirement goals through effective estate, financial and business planning. 

Long-term Care Insurance: Reading the Fine Print  

Mary Murphy

Independent Financial Advisor & DECconnection Member

Mary C. Murphy is an award-winning independent financial advisor, affiliated with Mass Mutual. In this role, she provides comprehensive insurance and wealth management advice and strategies to her high technology and business clients. Previously, Mary worked at UBS Financial Services, taught high school math and personal financial planning courses, mentored an Investment Club, and won the New Hampshire Stock Market Simulation stock picking contest two years in a row. Mary's original career was in high technology in sales and marketing at IBM, DEC, Curl Corp., and others. She retired from this career and its frequent international travel demands to become a full-time caregiver to an ailing parent. Mary knows first hand the importance of having quality long-term care insurance.
"What will I do with the rest of my life?"   Roberta Taylor

Life & Retirement Coach

Today's "50- and 60-somethings" can expect to live longer, healthier lives than any previous generation. Ensuring that these years are rewarding and fulfilling will require self exploration and more than a little bit of planning. The workshop will address questions frequently asked by “third agers” such as; “Who” do I want to be in the second half of life? How do I want to spend my time, energy, and resources? What gets me out of bed in the morning?

Certified life coach and retirement coaching specialist, Roberta Taylor is dedicated to helping individuals and couples in midlife and beyond to redefine retirement and recreate themselves in the second half of their lives.

Special Offer: Roberta Taylor is offering a free consultation for individuals or couples who attend "Creating a Secure and Satisfying Retirement" - contact her after her talk.

 

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