Important Webinar For CA Women

Women & Wealth

Navigating Women's Unique Retirement Needs

Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Failing to properly plan for these obstacles could potentially leave tens of thousands of dollars on the table. Your local host, Rola Hajeb, understands these challenges better than most from her time as a woman in the financial industry. Join her for a special webinar where she will discuss important financial topics for women in or nearing retirement.

At this webinar, we’ll cover the following topics:

  • How to help overcome the unique and significant challenges that women often face in retirement.
  • How to help make the most of what you’ve made and navigate your retirement income accounts including 401(k)s, 403(b)s, IRAs, TSPs, etc.
  • How to potentially maximize Social Security income and take advantage of spousal benefits.
  • Powerful strategies that may help you reduce the taxes you pay in retirement.
  • Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
  • Understanding potential risks and costly mistakes that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!

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WEBINAR DATES & TIMES

– Tuesday, April 4 at 6:00 p.m. PDT

– Wednesday, April 5 at 12:30 p.m. PDT

– Thursday, April 6 at 6:00 p.m. PDT

REGISTRATION CLOSES IN:

Days
Hours
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Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan.

Let’s face it: women and men are different in so many ways! Income in retirement can be different too.

 

More than 80% of Americans are worried they won’t have enough money for retirement¹ and over 78 million Baby Boomers are set to retire in the next decade. In addition, women may face unique retirement challenges that men do not:

  • Women are typically paid less over their lifetime.
  • Women are living longer than men on average, meaning their retirement income needs to last longer.
  • Women have a higher likelihood of living alone in retirement.²
  • Women have a tendency to invest more conservatively compared to men, which can lead to less growth of their retirement assets over their lifetime.³

It’s important to know about these challenges, and create a plan to combat them, so you can reach your retirement income goals.

Meet Your Host

Rola Hajeb
Managing Director & Principal of Emerald Blue Advisors
With a deep interest in all things financial, Rola was inspired to join the financial industry back in 1997. Dedicated and empathetic, she is focused and committed to helping her clients achieve their goals through reliable and comprehensive plans.

Ethical in her practices and processes, Rola is driven to constantly improve. Founding Emerald Blue Advisors was her way of helping individuals and families preserve, protect and grow their wealth.

Rola was awarded American Express’ Mercury Award in 1998 and is a six-time recipient of the Award of Excellence from the Woman’s Mentoring Agent Network (WOMAN). She has also received a multitude of other awards from various organizations. She graduated with a Bachelor of Science in Medical Technology from the University of Utah and earned her Master of Business Administration from Westminster College.

Outside of the office, Rola enjoys being outdoors hiking, as well as spending quality time with family and friends.

© 2023 Your Retirement Reality | Privacy Policy

 

¹ http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

² https://www.pewresearch.org/fact-tank/2020/03/10/older-people-are-more-likely-to-live-alone-in-the-u-s-than-elsewhere-in-the-world/
³ https://www.fool.com/research/women-in-investing-research/

Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional, CA #0C25355.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.