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Senior Financial Services |
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the knowledge needed to make informed choices with their money while avoiding the exploitation brought on by incorrect or misleading information.
Educational Forums
Free morning and afternoon workshop, with Q&A and a meal.
Call toll free 1-866-590-2555 for the next forum in your area.
Senior Adult College Courses
Continuing education classes offered in the spring and fall on multiple college campuses. Call for more information.
Topics covered by these programs include:
• Avoiding costly mistakes regarding your finances
• Managing your nest egg without going broke
• Maximizing tax-efficiency on IRAs and mutual funds
• Stretching your IRA for generations