As a member of the Kades-Margolis team since 1999, I have a strong knowledge of the Public School Employees Retirement System and regularly speak throughout the state on the topic. I am a Registered Representative with GWN Securities, Inc., an independent registered broker-dealer. My husband Bob, who is a senior Kades Margolis advisor, and I take a team approach on developing financial solutions for the Pennsylvania educator and their families which includes spouse’s retirement planning and beneficiary planning.
A personal interest of mine is the “Women in Investing” series. This outreach program educates and empowers women of all ages to gain control of their finances and develop a plan for personal growth.
Another deeply personal and important part of our planning is Elder Care and preparing for your own future care. As I am caring full time for a parent, I know how rewarding and challenging this can be. Knowledge is power and exploring all of the options is essential.
We also partner with Social Security experts to bring annual workshops to our region to explore the nuances of the system. This includes personal analysis for the couple or individual.
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