Tuesday, January 21, 2014

The Health of Your Wealth

Nora Yousif will present a short seminar on “The Health of Your Wealth” at the Bridgewater Public Library on Tues., Jan. 28 at 7:00 p.m. Find out how to:
  • Address financial safeguards you can take today. Great for folks who have seen their loved ones needing long term care and the major financial impact it can have on a family.
  • Review fundamental steps to help ensure you don’t run out of money.
  • Learn how to create cash-flows.
  • Earn rising income in a low interest environment to assist elder loved ones and your retirement.
  • Discuss strategies to ensure your legacy plan is secure and properly planned.
  • Find out if you can retire today or at your desired age while factoring in any current long term care expenses.
Nora Yousif is a third generation financial advisor. She specializes in helping families map out an easy-to-understand financial plan and ensures folks transition smoothly into retirement. In doing so, she is passionate about providing our community with information to build confidence in people’s finances and future. In the past three years, her team has been voted “Five Star Wealth Manager” as noted in Boston Magazine.

Nora has had experience consulting for Fortune 500 companies, & conducts seminars in the greater Boston area on various financial topics & often works out of the RBC Wealth Management Boston office. Nora has a Bachelor of Science degree in Biology & Mathematics from Providence College with Liberal Arts honors, & holds the Series 7 & 66 licenses as well as a CFP candidate. She is an avid volunteer assisting with the Easton Lion’s Club, Agricultural Commission, Children’s Museum, Providence College Alumni Leadership Council, and Boston’s Women on Board 20/20 Campaign.

“The Health of Your Wealth” will be held in the library’s Flora T. Little Meeting Room, which is accessible by elevator. It is free and open to all. There is parking in back of the library, located at 15 South Street.

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