Knowledgeable Aging

Resources for the Aging Population

Webinar Topics:

Your Retirement Accounts and Taxes – What you need to know!

April 15, 2021 from 12:00-12:30pm (EST)
Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group. As an advocate for her business clients and memb... Read more

Income Planning – Pre-Retirement Check List

November 18, 2021 from 12:00-12:30pm (EST)
Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group. As an advocate for her business clients and member ... Read more

Considering a financial caregiver? Know your options

January 12, 2022 from 12:00-12:30pm (EST)
Lisa Weintraub Schifferle is a Senior Policy Analyst in the CFPB’s Office for Older Americans. She leads the Managing Someone Else’s Money financial caregiving program and supports the Office’s work to combat elder financial exploitation. Ms. Schiff... Read more
MENU