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That Makes Me Nervous! Taking the Anxiety out of Financial Planning

Plan for an epic retirement, not just an average retirement. The process of retirement planning involves much more than simply checking off a box saying you have money in an account designated for the day you turn 65. Join us as Kathy and Kerry help us to learn how you can plan for your “Return on Life”. The result of this ROL-centered approach is that nonprofit professionals are able to live their best lives possible given the money they have. Participants will also learn best practices for the Public Service Loan Forgiveness Program and key things to know about the individual repayment plan options under that program.

By the end of the session, participants will:

1) Have practical steps to Financial Planning.

2) Learn best practices for the Public Service Loan Forgiveness Program.

3) Learn proven ways to actively prepare for retirement.

This session is being facilitated by:

Kathy Fish, President and Senior Advisor, Fish & Associates

Kerry Jackson, Lead Advisor and Director of Client Services, Fish & Associates

“Live life on purpose.” That’s the mission of Kathy Fish, President and Senior Advisor at Fish and Associates. She established the firm in 1992 with an unshakeable belief that “with discipline and a plan, you can do anything you set out to do.” Kathy will help you craft a truly customized financial plan that takes into account much more than your monetary assets. Her approach and the culture she has exemplified at the firm is “a return on life, not just a return on your investment.” A gifted communicator, Kathy helps break down complex ideas to educate people and help them gain control of their finances and future, no matter what it may hold.

As the Lead Advisor and Director of Client Services, Kerry manages the day-to-day tasks of financial planning while overseeing the client service staff. She specializes in serving the firm’s young professional clients, providing them with financial planning services and investment guidance. Driven by her passion for helping people alleviate anxiety and uncertainty, she fell in love with integrated financial planning. Since joining the firm in 2010, Kerry has taken after the example of her mother, Kathy, and become a CERTIFIED FINANCIAL PLANNER™ professional.

Register Here


Earlier Event: July 9
CEO & Executive Director Book Club
Later Event: July 18
Direct Mail in a Digital World