Here is a condensed video of the presentation:
Date: April 24, 2023
Time: 3:00 pm - 5:00 pm
Location: In Person
Location: Mount Hood Adult Day Center
376 NE 219th Ave, Gresham, OR 97030
Topic: Not Living a Deferred Life
Laura believes that none of us should "retire" at least in the traditional sense. She has learned from her clients that we need to Re-think what retirement means. Retirement done right can be the best time of your life.
Rethinking Retirement
Not a one-size fits all
Top five retirement pitfalls to avoid
The 4 Accounts most everyone needs in retirement.
Free tools and resources to help you, your friends, family and perhaps your clients.
Speaker: Laura Fallon-Burns
Laura Fallon-Burns has been on the Deschutes Investment Consulting team helping people retire with confidence for 15 years. She is a CERTIFIED FINANCIAL PLANNER™ and shareholder of the firm. Deschutes manages over 2 billion in assets for Corporate Retirement plans, Foundations and Individual wealth management clients.
Reflecting on helping hundreds of people transition into retirement, Laura is going to share with us some important take aways about the retirement process that you probably won't find in a book, online calculator or even a financial website.
Official BIO
Important information about CEU Credits: Oregon Health Authority no longer pre-approves CEU’s. Go to https://bit.ly/2to0nwB to determine if this presentation will count towards annual CEU requirement for Nursing and Residential Care administrators.