BUILD Wealth Series with Karen Dry: Retirement
Presented by the Professional Women in Building of the BIA Bay Area
Retirement - what amount of money will be enough? When should you retire? What is a pension? What is fixed income? What is discretionary income? How do all these available buckets of money actually affect your income so that you are truly free of worry of not running out of money in retirement, being a burden on your children, or society? Long Term Care can reek havoc on retirement assets, throwing dignity and money to the wind at a time when we expect to age gracefully. Hard questions, but we?ll give you some real solutions to find your ?sweet spot? of financial security. Retirement is a three-legged stool: How much do you need to retirement on? What age to you want to stop working? And, how much are you willing to save now to insure this?
PWB's BUILD Wealth Series will be facilitated and instructed by
Karen Dry, Wealth Management Advisor & Estate & Business Planning Consultant.
With a lifetime dedicated to building businesses to paramount success, Karen Dry embodies entrepreneurial spirit. It all started with an unconventional college experience in Electrical Engineering and Physics and has continued on a path of working and selling for varied, professional businesses over the past 30 years. Her dedication to helping individuals and business owners, from small companies to C-Suite executives of large enterprises, properly cover their exposure is unsurpassed. She can help individuals and businesses work through extensive business succession planning, including risk management, disability income insurance, long term care planning, and access to group medical health insurances. Her financial planning practice includes working with all levels of professionals and entrepreneurs from law firms, medical practices, accountants, manufacturing, sales and technology firms. Her success has made her in the Top Ten in the nation for two consecutive years, only woman to do this in the 168-year history of the company. She has been in the Top Three for Northwestern Mutual?s Western Region in 2011, 2015, 2019 and 2020, as well as making the Forum Club seven times. She is a member of the Million Dollar Round