Educational Programs10 WAYS TO RUIN YOUR RETIREMENT |
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We all work with people that are retired, and many
face issues now that could have been avoided with better planning. From
the moment they begin their careers, many look forward to retirement.
They see retirement as a time when they can relax and enjoy their life
without thinking about work. As we work with these retirees, we often
interact with their adult children who now have a heightened awareness
of retirement issues and are still in a position to make better plans
for themselves. As senior-serving professionals, we are dedicated to
making retirement better for our clients. Here we are presented with an
opportunity to do this for future retirees - prospective future clients
for us and our colleagues by helping them make decisions today that will
make their future retirement easier. For our current clients,
understanding how they could have planned better will help us remedy the
effects they fell today of unwise past choices. Because there are just
so many opportunities to take wrong turns as we navigate toward
retirement, we will offer the experience and perspective of a panel of
experts, including a Financial Planner, an Elder Law Attorney and an
Aging Life Care Manager.
Jeffrey Hammond graduated from the University of
Delaware with a degree in civil engineering. He received his Juris
Doctorate from the University of Maryland School of Law in Baltimore. He
is licensed to practice law in Maryland and in Washington, DC. Jeff
assists his clients in the areas of long-term care planning,
Medicaid asset
preservation,
estate planning, guardianship, trusts and
estate administration.
He helps clients and their families determine eligibility for benefits
to which they are entitled. At the same time, he works with them to
implement sound strategies to preserve client assets and resources. Jeff
works to protect the
quality of life, financial security and independence of individuals
and families. He believes in compassionate advocacy for the aging, the
disabled and their families.
Zaq
Harrison is a serial entrepreneur and a veteran of almost 20 years in
financial services. He brings a wealth of experience and knowledge to
his role as a financial advisor. His diverse background and training
enables him to help clients pursue their long-term financial goals
through comprehensive, individualized financial planning. Mr. Harrison
specializes in legacy planning. He works closely with clients to develop
customized financial strategies that incorporate asset allocation,
financial management, retirement planning, college planning and
succession planning. Helping people, whether it’s planning for
retirement or college expenses, is truly Mr. Harrison’s passion.
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To assure that senior serving professionals have the training, network and resources to allow them to serve as counselors to their clients, customers and prospects; committed to advising each on how their needs may best be served and able to direct them to the providers that can best meet those needs.
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