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Friday, October 9 • 2:30pm - 4:00pm
What to Do NOW to be a Happy, Secure Old Lady

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What IS the answer to "Who will take care of us when we're old?" In some measure, the answer is, "Us".

Thoughtful investments and money management, wills, long-term care insurance...not the most exciting topics to think about. And, sometimes it costs money to be smart about money and healthcare. Well, it is what it is, and you have more control than you know.

Speakers
avatar for Catherine Baker, CLTC

Catherine Baker, CLTC

Regional Marketing Director, Lincoln Financial Distributors, Inc.
 Catherine Baker is a regional marketing director with Lincoln Financial Distributors. She is responsible for Lincoln MoneyGuard® solutions in the broker-dealer and regional channels, covering Western Pennsylvania, Eastern Ohio and West Virginia. She has worked at Lincoln Financial Distributors since 2001.  Catherine and her team take a hands-on approach to long-term care planning by showing advisors how to maximize... Read More →
avatar for Lisa Newburger, LISW-S

Lisa Newburger, LISW-S

Owner, Discuss Directives, LLC
Lisa Newburger is a Master's Level Social Worker who has learned that a WARPED Sense of humor can get you through difficult times. Her career includes working with ventilator patients and then working in 35 nursing homes as a consultant. | | Knowing first-hand how difficult it is to start thinking about one's own mortality, she launched Discuss Directives, LLC. to provide educational, humorous programs about end-of-life decision-making. Lisa... Read More →
avatar for Fahreed Siddiq

Fahreed Siddiq

Senior Vice President, Portfolio Management Director, Financial Planning Specialist, The Siddiq Group, Morgan Stanley
Fareed Siddiq, an experienced Financial Advisor with Morgan Stanley since 1980, has built and expanded his business through dedicated service as a Financial Advisor to his clients.  He helps provide counsel in the areas of financial planning, risk management, investment management, estate and tax planning strategies, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary, Accredited... Read More →
avatar for Dee Yezbak

Dee Yezbak

Financial Advisor/Health Advocate, Beacon Financial Partners
For 38 years, Dee has been a trusted advisor for women and families by empowering them to sort through the often confusing world of finance and investing. She has helped clients remain focused on their plans during times of volatility and turmoil. Women in particular often don’t- can’t - or won’t -take charge of their financial house. | | Dee enjoys helping clients understand their financial options, thus taking the fear out... Read More →


Friday October 9, 2015 2:30pm - 4:00pm
Downtown Marriott at Key Center - Salon F

Attendees (10)