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Continuing the Tom Hegna Conversation - Don't Worry, Retire Happy/Designing Your Happily Ever After

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Price

$0 for Members
$10 for Non-Members

30 minutes
Date Published

September 24, 2020

Publisher

Westchester County Bar Association

Subjects

Financial Planning

Questions

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Summary

How do you live out your WHY, Your goals. We will get started with some basics to get us all on the same page, Then we will look at how two attorneys designed their Happily ever after map, and we will wrap up with a Red Zone inflection point rarely talked about and two risks we all need to manage.

To be successful you also need metrics and time based goal to make adjustments as we regularly review the plan, like a compass. Don’t go there alone. You will also need the support of a good team of coaches and advisors, such as your tax CPA, estate attorney, medical advisor, spiritual advisor and financial advisor. Being a good financial advisor is like knowing how to be a integral part of your crew.

A map, a compass, and a crew can be the difference between an ordeal and an adventure.

James Licata and Rachelle Gayer will lead the conversation that answers questions, reviews, and compliments Tom Hegna's messages.

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Presenters

Jim Licata
licensed Financial Planner - Prudential Advisors

Jim Licata, Licensed Financial Planner - Prudential AdvisorsJim is a recovering engineer, whose wife Lisa is past president... Read More

Rachelle Gayer
licensed Financial Planner - Prudential Advisors

Rachelle is a classically trained musician whose passion for providing financial services grew from personal family... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Continuing the Tom Hegna Conversation - Video
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Credit

This program has not been submitted for credit in any jurisdiction. Registrants will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in various jurisdictions.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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