Women’s Financial Planning Workshop


We are pleased to offer this free workshop, exclusively for women, to help you strengthen your financial future by creating a retirement and financial plan based on sound principles and safe practices. If you’re a woman planning for retirement or revaluating your plans after the loss of a loved one, this workshop may be for you.

In a safe, comfortable environment, ask our panelists all of your financial, estate and retirement planning questions.

  • Determining the amount of money you need to retire
  • Minimizing taxes in retirement
  • Creating guaranteed income for life
  • Creating a retirement income plan that is right for you
  • Maximizing your Social Security benefits or Social Security spousal benefits
  • Preparing your will, trust and powers of attorney

Our Workshop panelists include:

  • Grace C. Nguyen Bond, Esq., Blakinger Thomas, PC
  • Kim Carter Paterson, Esq., Paterson Law LLC
  • Kelly Trach, CFP®, CRPC®, The JKG Group at Morgan Stanley
  • Sharon Graham, Philadelphia Regional Administrator, Center for Medicare and Medicaid Services


  • Event Duration:

    April 23, 2022
    April 23, 2022


    The Essa Flory Center

    685 Good Drive
    Lancaster, PA