Mar 20, 2024
Faculty Transition Webinar Series Session 3
"Health of Your Wealth: Retiring against a backdrop of
change"
The Faculty Transition Webinar Series sponsored by the Office
for Senior Faculty Affairs addresses the many elements that come
into play as faculty move toward retirement.
This third session addressed the financial aspect of
retirement.
Learning Objectives: Upon completion of this activity,
participants were able to:
Presenter: Nora Yousif, CFP, CDFA, MBA,
Financial Advisor and Senior Vice President of the Empower Wealth
Group at RBC Wealth Management.
Nora Yousif is a Financial Advisor and Senior Vice President of the
Empower House Financial Group at RBC Wealth Management helping her
clients make smarter decisions when it comes to their wealth
planning and investments. She has presented on personal finance and
investments for over 350 organizations including Mass General
Brigham, Tufts Medical Center, Signature Healthcare, the IRS, MA
Society of CPAs, and countless private medical practices. Nora
frequently contributes to TV shows like Channel 5, CBS, NBC Boston,
and Yahoo! Finance. Nora has been published in CNBC articles and
MarketWatch. Nora was honored to be named a 2024 Best-in-State Top
Women Wealth Advisor by Forbes*. Finally, she received her MBA from
MIT Sloan, having been immersed with some of the brightest minds in
the world of finance.
Click here to watch webinar.
Click here for copy of her handout.