Presented on: Thursday, October 28th at 12:00 PM EDT
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We'll share with you five scenarios that can throw your retirement off course as well as ideas on how to protect your savings. You'll be shown that being overly optimistic –– thinking the unexpected won’t happen to you –– is not in your best interest when preparing for your retirement. By taking time now to prepare for your financial future, you gain peace of mind knowing you're doing all you can to provide for yourself and your family, and to ensure your retirement dreams come true.
Dana West has been on the Binghamton University Alumni Association Board of Directors since 2019 and has served on the board's Lifelong Learning Committee. He is founder and leader of the Alumni Association's Westchester Chapter and lives in Westchester County with his wife, Nancy, and their two children. In his spare time, he enjoys exploring the great outdoors and seeking out the food, beverages and towns that make the Hudson Valley unique. Professionally, West is passionate about providing his clients with the planning tools and education they need to navigate life’s financial challenges. With more than 20 years in the financial services industry, he recognizes the more knowledge his clients have, the more empowered and confident they feel about achieving their goals.