Common Sense Planning for Financial Stability in Your Later Years

Susan has been working with individuals, families and business owners since 2006 on life cycle financial strategies; her style is very educational.  Having personally experienced the impact of aging on the family relationships, Susan has focused her practice on availing the public of current knowledge and financial tools available to fortify the nests people work so hard to create. She is a second-generation New York Life Agent, a Mutual Company in its 175th year.  Susan has two children who are passionate about their music and performance, plays the hammer dulcimer herself, is a parent of a labra doodle and is celebrating a 32- year relationship with her best friend Sam Baker, a local CPA.

Host - Rebecca Tanaka