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Webinar “Managing Money as a Couple: Retirement Years”

Published: July 7, 2024; Author: Julia Sonrisa

 July 30, 2024    01:00 PM-02:00 PM EDT
Webinar “Managing Money as a Couple: Retirement Years”

Join us for the fourth session of our webinar series, “Managing Money as a Couple,” where we focus on the “Retirement Years.” Financial expert Rick Miller will guide you through the unique financial landscape of retirement. Whether you are nearing retirement or already enjoying it, this webinar will provide you with the knowledge and tools to manage your finances effectively and enjoy a secure and comfortable retirement together.

Rick Miller uses his Ph.D. in Economics from the University of Chicago to help clients realize their financial dreams. Rick is a strong advocate of the Life Cycle Planning and Investing approach. He is a NAPFA member and has served on the faculty of NAPFA University. He has also served on a CFP® Board of Standards task force.

Rick has been quoted in the Wall Street Journal, the Boston Globe,, NPR’s Nightly Business Report, and other local and national media, and is a contributor.

Time: 1:00 pm EST



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