Nancy will be covering topics such as:
Nancy is a licensed clinical social worker, a certified care manager, a National Master Guardian and since 1989, a Certified Financial Planner®. She spent a decade as an independent financial advisor before obtaining a master’s in social work. Nancy founded and continues to work with three age-related companies over the last 20 years. She has taught gerontology classes at the master’s level, presented often on age related topics at conferences and has served as an officer and member of several boards.
Nancy is the immediate past-president of the New Mexico Estate Planning Council as well as past-president and board member of the New Mexico Guardianship Association. Nancy is also a member of the Aging Life Care Association™ and the National Guardianship Association.
Nancy is a part of that Boomer group that sees retirement as a time of doing more of what you want and love and enjoy. For her that continues to mean innovating new ideas and services to help others.