Women's Global Leadership Summit 2018

WOM1811 - Are You Your Own CFO? Are You Too Busy to Take Care of 'YOU'?

Nov 15, 2018 12:05pm ‐ Nov 15, 2018 12:55pm


Today's Professional Woman is juggling work, family responsibilities, and aging issues for parents – and/or herself. Are you a list-maker? This session will identify a list of life milestones so you can be a step ahead of existing and future financial and health-related challenges. A Traditional Timeline will be expanded to identify issues connected to your 30s, 40s, 50s, and 60s+. Find resources in this session to help you with a STRATEGY to be better prepared for what the future may hold. Useful tips include debunking life insurance myths, Roth vs Traditional, planning for Medicare, the hidden pitfalls of Social Security, and future residential choices – and what you can do now in your own finances and tax picture. Reina Schlager is a CPA with the PFS (Personal Financial Specialist) designation who has thirty years of experience – and is still working on her juggling skills!

(Ask AICPA for standard firm disclosures)

  • Identify lifetime milestones, some personal/some financial, to be better prepared when they occur and/or be better prepared for retirement and life's surprises.
  • Become aware of opportunities or deadlines from 30 to death, as well as learn new information about old notions.


  • Reina Schlager, CPA, PFS, Financial Advisor & Owner, Schlager Schlager & Levin
Tags: SKA

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