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Insurance Planning for Women with John Hancock

April 28 @ 3:00 pm - 4:00 pm UTC-8

Caroline A. Brooks, JD, CFP – AVP & Counsel, Advanced Markets with John Hancock, will discuss:

  • Earning Power: Women today still earn considerably less than men. A gender wage gap of nearly 20% means that women are saving less, and are more likely to leave the workforce to care for children, elderly parents, or disabled loved ones.
  • Saving for Retirement: Women are likely to have less saved for retirement and may need to rely on Social Security more than men. For business owners, relying on the sale of a business to fund their retirement income can present unique challenges.
  • Longevity & Long-Term Care: Women statistically live longer than men and therefore have a greater concern about outliving their retirement assets. A long-term care event can have a detrimental impact on the owner’s ability to continue to operate their business and may impact business succession and retirement plans.

Taffy Guillen, APA, CFS – Managing Director of Client Services with CPS Employer Benefits, will cover:

  • California’s Mandated Retirement Plans & SB1234 (CalSavers) for Employers and how to free your clients from the state requirement, while getting paid in the process.
  • Who must comply and available alternative options.

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Details

Date:
April 28
Time:
3:00 pm - 4:00 pm UTC-8
Event Category:

Venue

CA United States

Organizer

Anahi Prieto
Phone:
(949) 225-7162
Email:
aprieto@cpsinsurance.com
Website:
www.cpsinsurance.com