Life on Your Terms
For people at midlife, increasing life expectancies have made the issue of financial security more important than ever. The longer we live, the greater our chance of experiencing health-related changes that affect our future income needs, responsibilities, and obligations.
The August SHIFT Forum will focus on what’s most important as you plan for your future financial health. In her work as an independent financial adviser, our speaker, Maura Albrecht, has made it her goal to assist successful aging by guiding the financial decisions of people facing the increasing challenge of maintaining their standard of living, and the uncertainty of outliving their income. In her Forum presentation, Maura will describe steps we can take to meet those challenges:
About our speaker
Maura Albrecht founded Financial Wellness for You, LLC, in 2007 to help families evaluate their financial health. She works with clients in their homes to guide the financial decisions surrounding retirement and aging issues many will face, while enabling them to maintain their privacy and independence. With over 20 years of experience in the financial services industry, 10 years as a registered representative, Maura holds the Chartered Financial Consultant Designation (ChFC) and a current Minnesota life and health insurance license.
Monday, August 3, 2015
Reception: 6:30 pm
Presentation: 7:00-8:30 pm
Minnesota State University Mankato at Edina,
7700 France Ave S, Edina, MN 55435
Event fee: $10 for members; $20 for non-members
PLEASE NOTE: There is no Forum scheduled for the month of July.