This program will be held exclusively on Zoom. Join the conversation here: https://us06web.zoom.us/j/88335901589?pwd=lhw6X3rQzMSaBwaBAwPBmcvMaXJ7gH.1

We’ll provide a financial check-up if you’re in your 50s or 60s to help verify you are on track for a successful retirement transition. We’ll discuss key insights to help protect your family’s financial well-being, diagnose you to help ensure you are on track to retire at your targeted age, discuss advanced strategies to help maximize your future social security monthly benefit, review what you need to know as it pertains to Medicare, review recent tax and estate law changes in MA, and point out how to avoid investing pitfalls in light of rising interest rates and a transitioning economy.

Nora Yousif is a Financial Advisor and Senior Vice President at the Empower House Financial Group of RBC Wealth Management located right in Easton. Following the footsteps of her grandfather, Avery Lee Williams, she helps her clients make smarter decisions when it comes to their wealth planning and investments. She has presented on personal finance & investments for over 350 organizations such as the IRS, MA Society of CPAs, Mass General Hospital, Signature Healthcare, and more. Nora frequently contributes to Radio and TV shows like Channel 5, NBC Boston and Yahoo! Finance. Nora has been published in CNBC articles and MarketWatch. Finally, she received her Master’s in Business Administration with a concentration on Finance from MIT Sloan, having been immersed with some of the brightest minds in the world of business and finance.