Penelope Tzougros | SpeakerHub

Personal Details

Bio

Penelope is a sought after public speaker and one of the few financial advisors who integrates into a plan for sustainable retirement income—the role of the house, the driver’s license, health insurances related to Medicare and long -term care. Penelope’s books, Your Home Sweet Home, Long-Term Care Insurance: How to make decisions that are right for you and Wealthy Choices: The Seven Competencies of Financial Success are available through Ingram, Amazon and Barnes and Noble.

Penelope holds a PhD, ChFC and CLU. Wealthy Choices® is a Registered Investment Advisor. Penelope, the financial consultant and founder of Wealthy Choices(R) is registered to do business in all fifty state. Please visit https://WealthyChoices.com.

Current position (1)

Financial Planner, National Speaker

Wealthy Choices(R)

Achievements (1)

Your Home Sweet Home...

2019 Eric Hoffer Award Honoree
How to Decide Whether You Should Stay or Move In Retirement.
Paperback and ebook published September 2018

Helps retirees make a complex decision about their money, emotions and beloved house. Whether you stay or move, live a vibrant life.

Degrees (3)

Doctorate

University of Toronto

1970 to 1977

Masters

Harvard University

1968

BA Cum Lauda

Hofstra University

1962 to 1966

Presentations

Presentations (1)

How to stay in your home and be independent

What are the risks that you have to address to stay in the home that you love? After exploring some risks and providing strategies, you will have clarity about the role of your house during retirement. It might turn out that your house is not your best retirement asset. If it isn't, what should you do with it? Why the way you make this decision is important to those around you

Workshops (1)

Stay or Move- what is right for your retirement?

2 hours

Past talks (2)

Home Sweet Home -Or Not

Plug in to...

Robbins Library, Arlington, MA

November 19, 2018

Don Briscoe interviews Dr. Penelope Tzougros

Don Briscoe Show

Hub City Radio

November 30, 2018

All (2)
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Slides (1)
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About - Wealthy Choices

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Books & Articles (4)

Your Home Sweet Home: How to Decide Whether You Should Stay or Move in Retirement

Wealthy Choices (R),

2018

Long-term care Insurance: How to make decisions that are right for you

Wealthy Choices (R),

2016

Wealthy Choices: The Seven Competencies of Financial Success

Wiley and Sons,

2004

Annuities: Retirement Guarantees- Promises or Traps

Expertise (5)

Health & Well-being

Awards & certifications (1)

Five Star Wealth Manager 2014 - 2019. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.

2019