Carrie Schwab-Pomerantz, President, Charles Schwab Foundation; Author, The Charles Schwab Guide to Finances After Fifty
Mary Huss, Publisher, San Francisco Business Times – Moderator
Introduction by Lois Kazakoff, Deputy Editorial Page Editor, San Francisco Chronicle
Join Schwab-Pomerantz as she shares answers to the dizzying array of financial questions plaguing those who are moving into the phase of life where growing and protecting assets is paramount. Becoming financially literate at every stage of life is critical and Carrie will address how to educate yourself, prioritize your financial needs, anticipate family, health and housing challenges, and tackle the money issues head-on with a plan for the decades ahead.
Schwab-Pomerantz and her team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Carrie will answer all your questions and help guide you to financial fitness after age 50!