Money Smart Week 2018, April 21 – 28
APRIL 23, MONDAY, 1PM – MAXIMIZING RETIREMENT FINANCES
Discussion covers cash flow, Social Security timing, insurance, inflation, and more. Guest Speaker: Zach Leggo, Investment Representative, The Affinity Group. Sign-up Online.
APRIL 24, TUESDAY, 7PM – LEGAL & TAX ASPECTS OF BUYING/SELLING A HOME
Gain insight into legal and tax aspects of residential real estate transactions that both home buyers and sellers need to know. Guest Speaker: Jonathan Goldberg, JD, CPA, Bloom Asset Management. Sign-up Online.
APRIL 27, FRIDAY, 10AM – PAYING FOR LONG-TERM CARE
Learn about the most common options available to pay for long-term care expenses, from using personal funds to Medicaid, including a review of benefits and drawbacks of each option. Guest Speaker: Mark G. Wayton, Financial Advisor, Advance Capital Management. Sign-up Online.