Financial security is of the essence at any point of life, but especially as a person gauges their financial well-being as they age. Iona is sponsoring a webinar entitled: “Beyond Your Nest Egg Accumulation: Facing the Financial Curveballs of Aging”.
This session will focus on the security of your portfolio relative to cost factors such as unexpected changes in the market; unexpected medical expenses; longevity risk; withdrawal strategies; and estate considerations.
The presenters will be Dr. Sergio Abarca, Certified Financial Planner, who also holds a doctorate from UCLA, and whose firm is Personal Financial Partners, located in Chevy Chase, MD.; and Mark A. Gottlieb, MHA, President of Gottlieb Insurance Advisory, who specializes on insurance options for the Mature market.

RSVP below. The Zoom link will be sent in your confirmation email.