Donaven was working in a retirement home when The Great Recession hit, and many residents were forced to move out because their investment management and financial plans were not aligned. It was at that moment he realized the significance of ensuring that what you want and what you have are in line. At that point, he knew he wanted to become a financial advisor.

Donaven will help us explore how to budget for retirement expenses, examine potential sources of retirement income and identify ways to address potential risks.

9-9:30: Welcome & Introductions

9:30-10:15: Discussion and Q&As