February 26, 2013

Allison Berger, CFP®, participates in “Jump-Start Your Retirement Plan”

Heather Gudac

On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions.  The program was called “Jump-Start Your Retirement Plan Days.”

Financial Symmetry partner Allison Berger, CFP®, participated in the online chat series, in a segment focusing on “Income in Retirement.”

Along with a few other NAPFA advisors, she answered questions and addressed general concerns about meeting income needs in retirement.

The series is held annually, and is designed to give people a chance to interact personally with professional advisors, and ask questions about retirement savings, benefits, and best courses of action.

You can find the full transcript of the chat on Kiplinger’s website.

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February 26, 2013

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Heather is the Chief Operating Officer and a Partner at Financial Symmetry, where she leads with a people-first mindset and a deep commitment to thoughtful, scalable growth. A former intern herself, she’s spent nearly two decades shaping systems that support both team development and long-term client care.

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