Wise Techniques for Successful Retirement and Estate Planning

A volatile stock market and the seemingly constant changes in complicated tax laws may have you wondering, "How do I best plan for my future, my family's future, and the organizations about which I care most?"

Lafayette College Trustee Wynne Whitman '86, estate planning attorney at Schneck, Price, Smith, & King, and former Maroon Club President Paulo Coelho '03, wealth & fiduciary advisor at Evercore, will walk you through a checklist of considerations, share some real life examples, and answer questions to help you properly plan for retirement and a smooth distribution of your estate. Topics of discussion will include:

- Getting Organized
- Caring for Yourself
- Caring for Others

Whether you are just starting out in your career, are in the process of preparing a will, or are enjoying your golden years, this session will provide something for everyone to consider.