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Your Financial Checklist
04/24/2023 @ 10:30 am - 11:30 am
Free
Program:
Your Financial Checklist.
(Finding Expert Help in Developing Your Own Aging Plan.)
Speaker:
Elizabeth Oros
Financial Advisor/Limited Partner
Edward Jones
When:
10:30am-11:30am – Monday
April 24th 2022
Where:
Buena Vida Estates
2129 W New Haven Ave – Melbourne FL
The next step on your Aging Plan!
Let’s work together to Get Your Ducks in a Row!
Liz Oros, Edward Jones, as a financial advisor, believes it is important to invest time in understanding what is important before investing money. Working closely with your CPA and attorney, and other professionals, she helps determine the most appropriate financial strategy for those she serves. Her goal is to help with retirement savings strategies, establishing a regular flow of income in retirement and providing a legacy for loved ones. Today, she’ll share some tips to help you in your own Financial Checklist.
Kara Anderson, Owner/President, of Simplifying Senior Living, a firm that specializes in helping in finding the perfect Senior Housing option as well as providing Information & Support to Seniors and their families, is your host for this fast-paced and informative 55-minute presentation designed to help navigate the process of building an effective Aging Plan for yourself and those you love.
Plan to join us for the FREE Helping Seniors “Let’s Get Your Ducks in a Row” Education Series seminar that takes place 1030am-1130am at Buena Vida Estates in Melbourne FL. Snacks and Refreshments are provided and, for all who RSVP, we also provide a Take Home Lunch – provided by Chef Jillian Zebris, of Chefs for Seniors Melbourne, and an Information package – all presented by this month’s Sponsors CarePlus Health Plans and Vitas Healthcare.
Call (321) 473-7770 today or RSVP Online today!
