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26 June 2025 | 8:40 AM - 9:10 AM

How to Retire: The Advisor’s Guide to Retirement Planning for Women

This expert panel will dive into the critical retirement questions we’re all asking, offering clear, actionable strategies on longevity, intergenerational wealth transfer, and other key planning areas—with a special emphasis on considerations for women clients. Learn how women can navigate unique retirement challenges, how to manage healthcare and long-term care, and how to make the shift from saving to spending with confidence.

Speakers

Director of Personal Finance

Christine Benz

Director of Personal Finance
Morningstar
Founder and CEO

Jean Chatzky

Founder and CEO
HerMoney.com

Carolyn McClanahan, MD, CFP®

Life Planning Partners, Inc.