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25 Financial Planning Strategies for Older Adults
At no time in life does personal finance get more confusing than the final third of a person's life. There are many new challenges and decisions (e.g., when to claim Social Security and required minimum distributions).
This presentation will be taught by a financial educator who holds the certified financial planner designation but does not sell consumer financial products or services. It will discuss financial planning tips for older adults on a wide variety of topics including investing, insurance, income taxes, estate planning, fraud and scams, and creating a retirement "paycheck." Ample time will be allowed for questions and answers.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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