エピソード

  • What I Wish I Knew Earlier

    What I Wish I Knew Earlier
    2026/06/16

    Speakers

    • Jean Duffy, AIFA®, CPFA™ Senior Vice President and Financial Advisor (moderator)
    • Liz deSousa, CFP®, CDFA®, TPCP® , Principal | Wealth Advisor
    • Delnée Carr (Saver/Erika’s Sister), Saver who started early/small - worked for Fairfax County Government most of her adult life
    • Adriane Powell (Saver/Momma Madison), Saver who started later - 62, retired on April 1, 2026 after fifty years and countless positions, including pre-teen babysitter, travel agent, stay-at-home mom, sign language interpreter, alumni engagement professional and IT analyst.
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    30 分
  • Why Women’s Retirement Security Requires a Different Conversation

    Why Women’s Retirement Security Requires a Different Conversation
    2026/06/16

    Speakers:

    • Cortney Sanders, Director of the National Jobs for All Network at The Institute on Race, Power and Political Economy
    • Allison Wielobob, General Counsel of the American Retirement Association and Executive Director of the American Society for Enrolled Actuaries
    • Karen Friedman, Executive Director of the Pension Rights Center
    • Jean Duffy, AIFA®, CPFA™ Senior Vice President and Financial Advisor
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    58 分