Financial Wellness Month Event for Clients and Friends

January is Financial Wellness Month

Join us for an event focused on Senior Financial Wellness and enjoy some fun refreshments!

At our Senior Financial Wellness event, we will discuss: preparing for the unexpected (including ensuring you have a proper power of attorney & living trust in place); ways to protect your life savings from creditor attack and to avoid falling victim to fraud; and ways to plan, track and manage your money, both now and in the future.

Join us for this informative event on January 14 and enjoy fun refreshments while learning how to get a jump on some of those financial New Year's Resolutions you'll be making!!