There are many important decisions to make as you plan for retirement. More than the date to retire will be the financial calculation of resources and consequences of retiring. What are your expenses, do you want to move to another locality and do you want to change your lifestyle? You will need to consider when to take Social Security and what to do with Medicaid. Long term care may be another factor. This workshop can give you the tools to plan for your retirement.
Presented by Michael Reyes CRPC and Catherine Portner
Catherine “Cat” Portner is on a mission to ensure that women and girls invest in themselves, their futures and communities. She transforms financial fears into hope and ultimately, joy by delivering holistic strategies with sincere personal attention. She previously owned Portner Brewhouse, a brewery restaurant, inspired by her great-great grandfather’s pre-Prohibition brewery, both located in Alexandria, VA. In 2016, the Alexandria Chamber of Commerce named Catherine a 40 Under 40 business leader. She holds a MBA from Babson College in Wellesley, MA and B.S. in Biology from Boston College. Catherine strives to make time for practicing tai chi, travel and spending time with her 18 month old daughter, Josephine, and fantastic partner, Keiron in Reston, VA.
Michael measures success by the relationships he has with clients and the outcomes they enjoy. His mission is to put their wealth to work, minds at ease and goals within reach. He is celebrating 25 years in financial services. Michael was born in Washington DC and grew up in the Northern Virginia area. He is a former resident and owner in Colonial Village in Arlington. He attended and graduated from Bishop Ireton high school and George Washington University. Michael currently lives in Kingstowne area with his wife and two kids.
THIS EVENT IS ON ZOOM. LINK IS IN CONFIRMATION EMAIL.