Attend any or all of a four-session series of financial education workshops geared to those in or nearing retirement, hosted by PSS Circle of Care and facilitated by Anthea Perkinson, CFP, the director of content development for Money Made Simple, a NYC-based nonprofit dedicated to personal finance education. Anthea is a past president of the Financial Planning Association of New York and a former Co-Director of the chapter’s Pro Bono Committee, which is dedicated to providing financial literacy education to underserved populations in New York City. The Money Made Simple program is now in residence at PSSLife! University.

– January 26, 2021 – Beyond Budgeting: Managing Cash Flows and Making Smart Financial Decisions
Speaker: Anthea Perkinson, CFP®, EA, RMA®

– February 2, 2021 – Understanding Credit and Managing Debt Before and After Retirement
Speaker: Ana Ribeiro Gonzalez MBA, AFC®

– February 9, 2021 – What Retirees Need to Know About Taxes
Speaker: Dan Olson CFA, CFP®, AFSP (Annual Filing Season Program Participant)

– February 16, 2021 – Keys to Successful Investing
Speaker: Jake Morris CFP®

– February 23, 2021 – Putting it All together: Constructing a Retirement Income Plan
Speaker: Anthea Perkinson, CFP®, EA, RMA®