The Senior Resource Council Financial Issues for Seniors and their Families 10/04/18
Financial Issues For Seniors & Their Families: Are you aware of all of the latest financial tools available to avoid probate, minimize taxes, and plan for a life of financial worry? Learn about: - The need for essential documents such as Wills, Living Wills, Living Wills, Living Trusts, HCPs, DPOAs, etc. - Ways to protect your assets from long term care events - Smart financial strategies that address the unique needs of an aging population Panelist: Richard Wallner - CFP, CLU, Holistic Financial Planner, TAYLOR WEALTH MANAGEMENT PARTNERS, Boston Rich is a holistic Certified Financial Planner and advisor with 10 years experience, specializing in the needs of Seniors and their families. He offers a variety of financial solutions such as standalone financial plans, budgeting plans, personal pension plans, long term care solutions, and investment advice. For more info about the Senior Resource Council of Greater Boston please check out their website: srcgb.org/ Brought to you by NORCAM, Inc. & the Senior Resource Council of Greater Boston (SRCGB).Techniques For Remaining At Home
