美國
Empower yourself to navigate "Solo Aging" with foresight and confidence. We'll address the unique financial realities facing solo retirees—who often pay a cost premium due to higher relative expenses and lack of a built-in caregiving safety net.
Topics include:
- Estate Planning - Creating and updating your team
- Long Term Care - Building a Plan
- Developing a Solo Retirement Plan that Makes Sense
About the presenter:
Robin Patin, CFP®, CPWA®, serves as Senior Director of Wealth Management, Financial Advisor, speaker, financial educator and writer.
She recognizes that building real, lasting wealth requires an unshakeable strategy designed to provide absolute authority over one's financial future. Combining rigorous technical expertise in wealth planning with genuine empathy, she guides individuals through life’s major shifts with clarity, precision and control.
Robin is deeply committed to empowering individuals on their journey toward solo wealth, equipping them with the exact strategies needed to protect purchasing power, safeguard independence and construct an enduring foundation of freedom. As a trusted thought partner and client advocate, she demystifies complex financial concepts so her clients can move beyond technical complexities and confidently live a life of true financial freedom.
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
Older Adult
Learn and live well at any age.