Behind The Headlines: Making the Most of Your Retirement targeted to 70 + age group
WHO: Discussion members include Donna Barwick, J.D., Senior Director of Wealth Management for The Bank of New York Mellon; Henry Bowden, founder of The Bowden Law Firm; John J. Geraghty, Executive Vice-President of SunTrust Bank; Jim Hansberger, Managing Director, The Hansberger Group; and Michael A. Mohr, Managing Director of The Bank of New York Mellon in Atlanta. Emory Schwall, an Atlanta attorney, Certified Estate Planner and Special Assistant Attorney General for the State of Georgia representing the Insurance Commission, will moderate the discussion.
WHAT: Just how has the change in economy affected retirement? What’s it going to take to retire with security, manage long-term health care, and protect one's estate? Where are the financial risks? A panel of financial experts will discuss these questions and more at the discussion, “Behind the Headlines: Making the Most of Your Retirement.” The discussion will address estate planning, asset allocation, health care management, living wills, retirement strategies and other topics of interest to the 70+ age group.
WHEN: Monday, March 16, 2009, from 2:00 p.m. to 4:00 p.m.
WHERE: Woodruff Auditorium of the Atlanta History Center
WHY: The panel discussion is in response to recent news stories about the economy, much of which is aimed at baby boomers and their challenges, but little directly relating to people already enjoying retirement. The event is one in a three-part series hosted by Peachtree Hills Place, a residential community offering a continuum of care in Buckhead for people ages 55 and older, that will discuss the issues directly affecting this demographic.
Please Note: The event is free and open to the public, but registration is required. For more information or to register, call Peachtree Hills Place at 404-467-4900
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