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 our Chief Operating Officer and partner with the firm. Heather is responsible for overseeing operations across our firm to enhance the quality of our client relationships. She began her career with Financial Symmetry in 2006 as an intern and became a shareholder in 2013.

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