Seminars

Happy Retirement Workshop Series

Lunch and Learn with Wendy—

How to Retire Happy
Most of the time we work with people to make sure they have enough money for a comfortable retirement. But money doesn’t guarantee happiness in retirement.  Wendy Heifetz shares from research and her personal experiences of getting ready for a future retirement after 40 years of marriage and a successful financial career. She has created this interactive workshop to share what she has learned with others.

Thought-provoking questions will provide participants with an interactive opportunity to take stock of their own readiness for a happy retirement.

You will learn:
• What are the characteristics of happy retirees.
• What it takes besides money to have a happy & fulfilling retirement
• How to create a "Plan" for a happy retirement
• 10 signs that you may be heading to an unhappy retirement
• How to maintain a happy marriage in retirement

This workshop is FREE, but reservations are required. A sandwich buffet lunch and refreshments will be provided.

Space is limited, so reserve your space today. Click the "Enroll Now" button above, or reserve your seat by calling Wendy at (434) 979-4822 or email: wheifetz@mhswanson.com.

Wendy Heifetz is available to present this workshop to your company or organization. Contact her at wheifetz@mhswanson.com


AdTrax# 1987145.1

When: Thursday, January 10, 2019 - 12pm to 1:30pm
Where: M.H. Swanson & Associates
408 East Market St., Suite 202
Charlottesville, VA 22902
Host: Wendy Heifetz
Phone: Wendy at 434-979-4822
Directions: Located downtown in the Maclin Building
on East Market Street between 4th and 5th streets.

Parking is available in the East Market Parking Garage
to the left of our office entrance.

We validate parking.

See Google map on our contact page.
 

Just In Case Workshop Series

Lunch and Learn with Wendy

Losing a loved one is a very difficult time emotionally in addition to the financial and legal issues that need to be dealt with on a time-sensitive basis.

The decisions that are made could affect the remainder of your life.

Unfortunately, many families choose not to prepare for such eventualities. Our workshop titled “Just In Case” will help you understand the steps that need to be taken, a guideline as to when they need to be accomplished as well as what you can delegate to others.

Sandwich lunch buffet and refreshments will be provided.

Wendy Heifetz is available to present this workshop to your company or organization. Contact her at wheifetz@mhswanson.com

Space is limited, so reserve your space today. Click the "Enroll Now" button above, or reserve your seat by calling Wendy at (434) 979-4822 or email: wheifetz@mhswanson.com.

 

Ad Trax # 1770314.1

When: Wednesday, January 16, 2019 - 12pm to 1:30pm
Where: M.H. Swanson & Associates
408 East Market St., Suite 202
Charlottesville, VA 22902
Host: Wendy Heifetz
Phone: Wendy at 434-979-4822
Directions: Located downtown in the Maclin Building
on East Market Street between 4th and 5th streets.

Parking is available in the East Market Parking Garage
to the left of our office entrance.

We validate parking.

See Google map on our contact page.
 

Just In Case Workshop Series

Lunch and Learn with Wendy

Losing a loved one is a very difficult time emotionally in addition to the financial and legal issues that need to be dealt with on a time-sensitive basis.

The decisions that are made could affect the remainder of your life.

Unfortunately, many families choose not to prepare for such eventualities. Our workshop titled “Just In Case” will help you understand the steps that need to be taken, a guideline as to when they need to be accomplished as well as what you can delegate to others.

Sandwich lunch buffet and refreshments will be provided.

Wendy Heifetz is available to present this workshop to your company or organization. Contact her at wheifetz@mhswanson.com

Space is limited, so reserve your space today. Click the "Enroll Now" button above, or reserve your seat by calling Wendy at (434) 979-4822 or email: wheifetz@mhswanson.com.

 

Ad Trax # 1770314.1

When: Thursday, February 7, 2019 - 12pm to 1:30pm
Where: M.H. Swanson & Associates
408 East Market St., Suite 202
Charlottesville, VA 22902
Host: Wendy Heifetz
Phone: Wendy at 434-979-4822
Directions: Located downtown in the Maclin Building
on East Market Street between 4th and 5th streets.

Parking is available in the East Market Parking Garage
to the left of our office entrance.

We validate parking.

See Google map on our contact page.
 

Happy Retirement Workshop Series

Lunch and Learn with Wendy—

How to Retire Happy
Most of the time we work with people to make sure they have enough money for a comfortable retirement. But money doesn’t guarantee happiness in retirement.  Wendy Heifetz shares from research and her personal experiences of getting ready for a future retirement after 40 years of marriage and a successful financial career. She has created this interactive workshop to share what she has learned with others.

Thought-provoking questions will provide participants with an interactive opportunity to take stock of their own readiness for a happy retirement.

You will learn:
• What are the characteristics of happy retirees.
• What it takes besides money to have a happy & fulfilling retirement
• How to create a "Plan" for a happy retirement
• 10 signs that you may be heading to an unhappy retirement
• How to maintain a happy marriage in retirement

This workshop is FREE, but reservations are required. A sandwich buffet lunch and refreshments will be provided.

Space is limited, so reserve your space today. Click the "Enroll Now" button above, or reserve your seat by calling Wendy at (434) 979-4822 or email: wheifetz@mhswanson.com.

Wendy Heifetz is available to present this workshop to your company or organization. Contact her at wheifetz@mhswanson.com


AdTrax# 1987145.1

When: Wednesday, February 13, 2019 - 12pm to 1:30pm
Where: M.H. Swanson & Associates
408 East Market St., Suite 202
Charlottesville, VA 22902
Host: Wendy Heifetz
Phone: Wendy at 434-979-4822
Directions: Located downtown in the Maclin Building
on East Market Street between 4th and 5th streets.

Parking is available in the East Market Parking Garage
to the left of our office entrance.

We validate parking.

See Google map on our contact page.
 

Happy Retirement Workshop Series

Lunch and Learn with Wendy—

How to Retire Happy
Most of the time we work with people to make sure they have enough money for a comfortable retirement. But money doesn’t guarantee happiness in retirement.  Wendy Heifetz shares from research and her personal experiences of getting ready for a future retirement after 40 years of marriage and a successful financial career. She has created this interactive workshop to share what she has learned with others.

Thought-provoking questions will provide participants with an interactive opportunity to take stock of their own readiness for a happy retirement.

You will learn:
• What are the characteristics of happy retirees.
• What it takes besides money to have a happy & fulfilling retirement
• How to create a "Plan" for a happy retirement
• 10 signs that you may be heading to an unhappy retirement
• How to maintain a happy marriage in retirement

This workshop is FREE, but reservations are required. A sandwich buffet lunch and refreshments will be provided.

Space is limited, so reserve your space today. Click the "Enroll Now" button above, or reserve your seat by calling Wendy at (434) 979-4822 or email: wheifetz@mhswanson.com.

Wendy Heifetz is available to present this workshop to your company or organization. Contact her at wheifetz@mhswanson.com


AdTrax# 1987145.1

When: Thursday, March 7, 2019 - 12pm to 1:30pm
Where: M.H. Swanson & Associates
408 East Market St., Suite 202
Charlottesville, VA 22902
Host: Wendy Heifetz
Phone: Wendy at 434-979-4822
Directions: Located downtown in the Maclin Building
on East Market Street between 4th and 5th streets.

Parking is available in the East Market Parking Garage
to the left of our office entrance.

We validate parking.

See Google map on our contact page.
 

Just In Case Workshop Series

Lunch and Learn with Wendy

Losing a loved one is a very difficult time emotionally in addition to the financial and legal issues that need to be dealt with on a time-sensitive basis.

The decisions that are made could affect the remainder of your life.

Unfortunately, many families choose not to prepare for such eventualities. Our workshop titled “Just In Case” will help you understand the steps that need to be taken, a guideline as to when they need to be accomplished as well as what you can delegate to others.

Sandwich lunch buffet and refreshments will be provided.

Wendy Heifetz is available to present this workshop to your company or organization. Contact her at wheifetz@mhswanson.com

Space is limited, so reserve your space today. Click the "Enroll Now" button above, or reserve your seat by calling Wendy at (434) 979-4822 or email: wheifetz@mhswanson.com.

 

Ad Trax # 1770314.1

When: Wednesday, March 13, 2019 - 12pm to 1:30pm
Where: M.H. Swanson & Associates
408 East Market St., Suite 202
Charlottesville, VA 22902
Host: Wendy Heifetz
Phone: Wendy at 434-979-4822
Directions: Located downtown in the Maclin Building
on East Market Street between 4th and 5th streets.

Parking is available in the East Market Parking Garage
to the left of our office entrance.

We validate parking.

See Google map on our contact page.