Building Your Legacy: Retirement & Estate Planning

Retirement is about more than reaching a milestone. It's about creating a plan that helps you enjoy the future you've worked hard to build while protecting the people and things that matter most. Join us for an engaging and informative session covering the key elements of retirement and estate planning. We'll explore retirement savings options such as Traditional and Roth IRAs, 401(k)s, investments, pensions, and Social Security, along with estate planning essentials including beneficiary designations, wills, trusts, life insurance, tax considerations, and transfer-on-death strategies. Whether retirement is around the corner or still years away, you'll walk away with practical tips and greater confidence to help prepare for life's opportunities, challenges, and unexpected twists along the way.

Learning Objectives

Explore retirement savings and income planning options.
Learn estate planning basics and asset transfer tools.
Build confidence in planning for future financial goals.

Agenda

4:30 PM - 5:30 PM	Refreshments
5:30 PM - 7:00 PM	Content
7:00 PM - 7:30 PM	Networking

Additional Event Information

Online registration deadline: 23 September 2026
Event is open to: HBA Members and Non-members
This event is not refundable.
Onsite (walk -in) registration: Is Not Allowed

Featured Speakers

Jennifer Jasper
Director, IT Corporate Functions, Endo
Moderator

Nicholas Hernjak
Financial Advisor, Edward Jones Investments
Speaker

Emily Abels
Attorney, None Listed
Speaker

Event Sponsor

Pricing

	Member	Non-Member
Regular Registration - In-person	$30.00 / €30.00	$45.00 / €45.00
Sponsor Registration - In-person	$30.00 / €30.00	$30.00 / €30.00

Members receive up to 50 percent discount

Event Policies

Photography Policy
By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during the meeting and hereby give permission for your image, voice, or survey comments to be used in education, training, promotion, and/or trade and communications media by the Healthcare Businesswomen's Association in any and all media throughout the world, without restriction as to frequency or duration of usage.

COVID-19 Policy
The HBA requires that all persons who participate in in-person events do so at their own risk and that each participant agrees to the following agreement before taking part in the activity and urges all participants to act in such a manner as to protect their own safety and the safety of others.

By registering for this event, I fully understand that my participation in the program is purely voluntary. I desire to participate and agree to act reasonably and prudently under the circumstances. I further understand that any HBA volunteers participating in the activity will act individually and will not represent the HBA. As a condition to my participation the activity, I waive and release the HBA and their officers, employees, and agents from any claim that I may have for any damage to property or injury to my person that may result in whole or in part from my participation.

Special Needs Policy
The HBA will make reasonable modifications to policies and programs to ensure that people with special needs can enjoy all of its programs. Contact us if you require special accommodations for this event.