Money Matters—Becoming Resourceful
Wednesday, June 6, 2018 | 10:30-12:00pm
Money Matters 1—Becoming Resourceful with the Help of Benefits & Peace of Mind Savings—is designed for those struggling to make ends meet on a fixed income. Buck Klintworth, portfolio manager with Chase Investment Counsel Corporation, facilitates this series.
Find out what your money style personality is. Get tips for budgeting, goal setting and avoiding money drains. Receive guidance on benefiting from benefits both local and federal.
Training objectives include:
- Top 10 Things All Seniors Should Consider
- Become a Savvy Saving Senior: Money Management Tips & Tricks
- Top Budget Busters to Avoid Money Drains
- Becoming Resource-FULL: Benefitting from Benefits
This is a free, educational event—NO financial products will be sold.
The class will be offered again on Tuesday, June 12, from 5:00—6:30 pm.
ABOUT THE SERIES - The goal of the Financial Wellness Series is to help seniors increase their financial understanding, helping them become better stewards of their own resources. Lectures on managing money and investing will be offered free of charge during the summer and early fall. Four-week workshops supporting seniors in planning for retirement will be offered in the late summer and early fall for a $20 fee.
Open to all.
Location: Senior Center