Author

Ellen Schoenfeld

Ellen Schoenfeld is Vice President and Director of Educational Initiatives at OppenheimerFunds, Inc. in New York City.

Ellen directs a group that develops educational programs for financial advisors and their clients. Her group is responsible for the development of well-known programs, such as Pulse of the Market, Women & Investing, and the ClientConnect Advisor Education series.

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Connecting with boomer needs in early retirement

February 01, 2008

Baby boomers near retirement are being challenged to rethink retirement planning in response to unforeseen opportunities and pressures. Critical decisions made in the early years of retirement can have an impact on lifestyle quality for many years...