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Planning for Retirement/Wealth Management

Local experts will discuss the latest issues you need to be aware of when planning for retirement and managing your investments.

10 a.m. | July 14, 2022

REGISTER

Panelists:

BClemons
David P. Shaffer
Barbara Clemons
Lead Financial Planner,
ESL Investment Services
David P. Shaffer
Partner,
Woods Oviatt Gilman LLP

Sponsored by:

Manning & Napier
ESL
ESL

Barbara Clemons serves as lead financial planner with ESL Investment Services. In this role, Clemons works with a broad mix of individuals, providing financial planning, retirement planning, estate planning, and general financial advice. A graduate of SUNY Fredonia with a Bachelor of Business Administration, Clemons has also earned several industry certifications, including Certified Financial Planner, Chartered Financial Consultant, Chartered Advisor for Senior Living conferred by The American College, Chartered Life Underwriter and Certified Trust and Financial Advisor. Clemons serves as a board member of with the Rochester Childfirst Network and Rochester Estate Planning Council. She also is an Adjunct Professor at St. John Fisher College and a member with the Financial Planning Association.

David P. Shaffer is a partner in the firm and a member of the Family Wealth and Estate Planning Department. He concentrates his practice in the areas of Estate Planning, Estate and Trust Administration, Asset Protection Planning, Long Term Care Planning, Medicaid Planning and Special Needs Planning. Shaffer was an adjunct professor in the Finance Department at St. John Fisher College, where he taught the Introduction to Estate Planning course, Spring 2021. He has lectured on estate planning, business succession planning, estate administration, asset protection, Medicaid planning and ethical considerations.