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About this event
In this educational talk, financial advisor Erich Yost shares The Confident Widow’s Roadmap, a thoughtful six-step approach designed to help individuals move from confusion to confidence. Whether you're newly widowed, aging solo, or simply reassessing your future, this session offers calm, clear guidance to help you: Understand your current financial picture Avoid common mistakes that create stress or risk Explore ways to reconnect your money with your values and vision This session is ideal for Penn’s Village members who want to feel more informed, more steady, and more in control of their financial lives, no matter where they are in the journey. ? Bio of presenter Erich is a lead advisor with Junto Wealth, an independent financial planning practice. He brings 14 years of experience working with high-net-worth families and a deep passion for supporting those going through life transitions. His goal is to help people get confident about their money, so they can protect what they’ve built, make the most of their time and ensure their legacy matches their values. He serves on the boards of two nonprofit organizations, Teacher’s Teammates and Youth Development United, which both focus on creating better opportunities for underserved children in our region. He also serves on the finance committee for the Women’s Resource Center, a local organization empowering women facing challenges in their lives. Helping others find stability, dignity, and direction is at the heart of his work. He lives just outside Philadelphia with his wife, 2 young children and rescue dog and still insists on writing handwritten thank you notes, always in black ink.
Videoconference information will be provided in an email once registration is complete.
Event Contact(s)
Rachel Amin
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