Working into your seventies? People work well past traditional retirement age for a variety of reasons. Doing so presents some financial planning opportunities to embrace, and some pitfalls to avoid, in order to enhance financial security in later life. Anthea Perkinson, CFP® reviews these opportunities and pitfalls, as well as how to make the most of these extra years of earnings.

About The Presenter:

Anthea Perkinson, CFP®

Anthea is the founder and principal of Monterey Associates, LLC, a fee-only planning firm with clients in NYC and Westchester. She has nearly 30 years of experience in the financial services industry helping clients save and invest for the future. She is a past president of the Financial Planning Association of New York and a former Co-Director of the chapter’s Pro Bono Committee, which is dedicated to providing financial literacy education to underserved populations in New York City. Anthea is a frequent speaker on personal finance topics including budgeting, credit repair, debt management, retirement planning and the keys to successful investing.

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