Are you on track to achieve your financial goals now and throughout your life? Join our expert panelists at the final installment of this year’sYou and Your Financial Future series where you will learn about a variety of important money-related topics including smart strategies for wealth distribution in any phase of life. The program is cosponsored by the City of Newton Department of Senior Services. Dr. David Griswold, Senior Lecturer in the Department of Finance and Economics at Boston University Questrom School of Management, will moderate. The panelists will be:
Denise McCarthy, Estate Planner: Wills, estate planning and who handles your investments if you can’t?
Elizabeth Page, Vice President and District Director, FINRA: How to choose a financial planner
Paul Solman, Economics Correspondent, PBS Newshour: Mr. Solman will close the program with remarks regarding issues raised by the previous speakers.
Cosponsored by the City of Newton Department of Senior Services.
LOCATION: Druker Auditorium