Known Wishes: Financial Planning for Life’s Final Chapter

Money decisions get harder — not easier — as we age. How much should we spend when we’re healthy and active? How much should we save for the “what ifs” that come with aging and health changes? How should we think about leaving gifts for loved ones? Figuring out how to fund the last third of our lives can be stressful and even paralyzing. Especially if we’re not familiar with all of the financial options, terms, and questions we should be asking. Join Wendy Norman from Known Wishes and Financial Planner Kelly Larkin from Larkin Wealth Advisors for a candid, compassionate conversation about navigating the financial side of life’s later chapters and making your financial wishes known. Whether you’re planning for retirement, “rewirement”, or simply refining how you want to live, this session will help you understand how to prepare with confidence.