Capital Medical Society February 18, 2020 Membership Meeting

DECISIONS THROUGH OUR STAGES OF LIFE: The Good, the Bad, and the Ugly

What Stage of your financial life are you in?  Through increasing opportunity and striving for financial independence, learning to navigate the accumulation and investment of wealth is more important than ever.
When do you start thinking about what you need to do to securely set yourself up and manage your wealth in each phase of your life—START UP, GROWTH and KICKBACK.
In the beginning- start-up, it is just the beginning of our careers; the time in our lives where we are no longer financially dependent on our parents.
During our growth phase of our financial life, also known as the middle, we are almost at the peak of our career and truly beginning to accumulate more significant assets.
Finally, when is it time to kick-back and enjoy the ‘retirement’ or ‘optionally employed’ time of our careers and hopefully financial independence.
Each stage, start-up, growth and kick-back will provide thoughts and ideas beginning with navigating the pitfalls.  Kelly O’Keefe, attorney with Stearns Weaver Miller Weissler Alhadeff & Sitterson, PA  will provide stories and thoughts around avoiding litigation in each of the stages of your financial life; focusing on your planning of asset protection and wealth transfer.  Melissa Wright, Private Banker with Capital City Bank, will provide ideas around planning and managing each stage of your financial life.  Should you pay off your home mortgage? How much should you save so you can retire?  Finally, Jana McConnaughhay, attorney with Waldoch and McConnaughhay, PA., will provide guidance for your estate planning desired for each stage of your financial life stages.

Panelists include:
Ben Bowersox-Wealth Advisor, Capital City Trust Company
Jana McConnaughhay-Attorney, Waldoch & McConnaughhay, PA
Kelly O’Keefe-Attorney-Stearns Weaver Miller Weissler Alhadeff & Sitterson, PA
Melissa Wright-Private Banker, Capital City Bank
Moderator:  Alan Cox-Attorney

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