The focus of financial planning falls into two categories: income and legacy. The only three sources of guaranteed retirement income are Social Security, pensions, and annuities. Without careful planning, a significant portion of your estate could be diminished by taxes, delays, or unintended distribution outcomes. Estate planning can be complex, deeply personal, and downright overwhelming. Natalie Gillespie will review sources of guaranteed income and discuss the ins and outs of estate planning. She majored in international business at XU, worked for Great American Insurance Group, then transitioned to MassMutual Ascend.

Moderator: Natalie Gillespie