Financial Literacy Workshop Series

FREE Financial Literacy Workshop

Join our 5 workshop series to learn from a Financial Professional on how to better manage your money and plan for your future!

SELECT WEDNESDAYS, 4PM - 5PM

November 12th: How to Optimize and Maximize My Social Security Benefits

1. What is the best age for ME to collect Social Security
2. Should I use my 401(k), IRA etc. before Social Security?
3. Everything you need to know about your benefits

November 19th: Long term care

1. Protect your savings so your retirement isn’t wiped out by care costs

1. Stay in control of where and how you receive care
2. Give your loved ones support, not a financial burden

December 3rd: Your Health & Wealth

1. The Financial Importance and Impact of your health
2. Strategies To Transfer and Preserve Your Wealth
3. Ensuring That Your Wishes Are Prepared & Carried Out
4. Understanding The Inevitability and Impact Of Medical Expenses

December 10th: Understanding Asset Accumulation Strategies

1. Accumulating Wealth and The Cost Of Waiting
2. Looking At Historical Returns, Average Returns, Your Returns
3. Strategies and Minimizing Risk

December 17th: Fulfilling Long - Term Goals

1. Pension, IRAs, Annuities and More
2. Rollover Options
3. Understanding The Tax Impact
4. Planning For The Cost Of Higher Education

ADDRESS: Antelope Valley Community Wellness

335 East Avenue K6, Suite B

Lancaster, CA 93535

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Antelope Valley Wellness Community