NYACP Reoccuring "ZOOM" Meetings
Hosted by the Northern Westchester Pod

4 Pillars of Retirement
November 17, 2021 ~ 9:00am - 10:00am

Presented by Judi R. McAnaw

Join us for the Four Pillars of the New Retirement – a five-generational study by Edward Jones and Age Wave.

Last year, Edward Jones partnered with Age Wave on a landmark study, The Four Pillars of the New Retirement. We introduced a new, comprehensive framework to help people live well to and through retirement by considering both the challenges and opportunities within four massively important, interconnected pillars: health, family, purpose and finances.

This year we’ve been tracking how the pandemic has disrupted our lives like never before, how Americans are faring across the four pillars, and what’s next in the “new retirement.” The newest findings show how Americans have been faring throughout the pandemic across each of the four pillars, highlight the importance of purpose in retirement, and explore the most vital aspects of comprehensive retirement planning. While this pandemic has touched us all, our findings remind us that each individual and family has been uniquely affected.

As an Edward Jones financial advisor, I strive to make a meaningful difference in my clients' lives. I value the special relationships I have built based on a deep understanding of my clients' unique needs and goals. As a mom, widow and financial professional, I recognize the rewards of being financially independent.

I am honored to serve a variety of clients, helping individuals and multi-generational families grow and protect their wealth. Whether you're planning for retirement, saving for education or looking to protect the financial future for your legacy, we can work together to develop specific strategies to help you achieve your goals. We also monitor your progress to help make sure you stay on track. We welcome the opportunity to work with your attorney, accountant and other professionals to deliver a comprehensive strategy centered around your complete needs. Throughout this process, my partner and Branch Office Administrator, Ann Gildea, provides exceptional care and service.

Many of my clients have experienced a key life event and appreciate my compassion and knowledge in helping them develop a sound roadmap for moving forward. I am especially passionate about educating and empowering female investors.

Prior to joining Edward Jones, I served in a number of senior investment and wealth advisory roles at a leading global private bank. After my husband passed away unexpectedly, it became crystal clear how critical having a thoughtful strategy in place can be when facing a life altering event. Based on my experience, I chose to leave Wall Street for a more fulfilling career in which I could help individuals in my local community make informed decisions and be better prepared for life's expected – and unexpected – events.

Our office is located in Somers, NY. I'm proud to support a number of local organizations in the community. I am a student mentor at Somers Middle School, and serve on the boards of the Somers Lions Club and Somers Library Foundation.

Link to my website:  www.edwardjones.com/judi-mcanaw

NYACP's Northern Westchester Pod will present a Member Zoom Meeting every third Wednesday at 9:00am of each month through June of 2021.  These meetings are for NYACP Members Only. Log in information will be sent to you in a confirmation email.  For questions, if you have a topic of interest, or would like to facilitate a meeting, please contact Melissa Goodstein, [email protected].

 RSVP HERE