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Pursuing What Matters Most: Retiring Planning Education
April 18 @ 12:00 pm - 1:00 pm PDT
Pursuing What Matters Most: Retirement Planning Education
Alison Mandi, Financial Advisor, UBS Financial Services
Does planning for retirement seem too daunting or too distant to deal with? Don’t let that hold you back from pursuing the life you want to lead! In this workshop gain some clarity around these common retirement planning questions: How much money do I need to retire comfortably? How will healthcare costs impact me? Will I be able to afford the things I really look forward to, like travel, time with loved ones, a second home, giving back to causes that I care about, etc? What are the rules I should know regarding different account types? How do I start taking income from my portfolio in retirement? Am I saving enough? What steps should I be taking now? Join Alison Mandi, financial advisor at UBS, to gain more clarity and confidence around retirement and financial goal planning.
Alison Mandi is passionate about helping families, professionals, and retirees accomplish their financial and lifestyle priorities at every stage. Alison started in the investment services industry out of college in 2006, after earning her BA in International Political Economy at the University of Washington. She obtained the Series 7 and Series 66 license in 2007 while working at UBS. In her early career, Alison supported financial advisors as a Registered Client Service Associate and moved from UBS to Citigroup Smith Barney at the beginning of 2008. In late 2008, she moved to RBC Wealth Management into the role of Investment Associate. In 2019 Alison became a financial advisor at RBC out of a desire to lead more clients toward success in their financial journey. In 2021, Alison returned to UBS to partner with longtime family friend, Colin Simon. Together with Simon and the extended team at UBS, Alison strives to deliver an exceptional experience for clients by understanding what is most important to them and creating a meaningful impact on their wellbeing.
Alison is a native of Washington state and currently resides in Kirkland with her husband and three sons. She enjoys running and currently volunteers as an assistant coach of track & field and cross-country at Northwest University.
Who Can Attend & Fee
- Free for all members of The Koa Club and their guests
- Event limited to only members of The Koa Club and their guests
Location/ Date & Time
Online via Zoom only:
Date: Tuesday, April 18th, 2023
Time: 12pm – 1pmPT/1pm-2pmMT/2pm-3pmCT/3pm-4pmET
If you are a high-achieving woman, we look forward to having you be a part of our community. If you are not yet a member, you can sign up for free at: Register for The Koa Club – The Koa Club
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