“Successful Retirement: An Overview” will be presented by Laura Mattia, an educator in personal financial planning, at Temple Beth Sholom, 40-25 Fair Lawn Ave., Fair Lawn, NJ. The free educational event will take place on Thursday, September 22, 2011 at 7pm.
The symposium is designed to educate consumers on how to make informed decisions in retirement. Key areas to be covered include:
- Life Planning in retirement
- Financial concerns
- Investments
- Retirement income sources
- Health care planning
- Estate planning
About the Speaker:
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Laura Mattia, MBA, CFP®, CRPS®, CDFA™ is a recognized financial leader, promoting financial education for consumers and students. Laura is a consultant with Rutgers University, where she is developing their financial planning program for future financial planners. She is currently pursuing her doctorate in financial planning at Texas Tech University, writing her thesis on promoting financial literacy. Laura is also an adjunct professor at William Paterson University and Fairleigh Dickinson University, teaching Investments and Estate Planning to individuals interested in becoming Certified Financial Planners®.
Laura is a Wealth Management Principal at Baron Financial Group in Fair Lawn, NJ, a FEE-ONLY boutique firm assisting retirees and those nearing retirement who want to protect and grow their wealth. Laura is often seen in the media and has been honored as one of our Best 50 Women in Business for 2009 by NJBIZ and a Five Star Financial Advisor by Paladin Registry.
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For more information please contact Fran at (201) 791-6408.
