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HomeEventsBuilding Your Financial Village: A Team Approach to Money & Aging

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Building Your Financial Village: A Team Approach to Money & Aging


Building Your Financial Village:
A Team Approach to Money & Aging

What's a trusted contact? Do you need one on your team?

Managing your finances can be stressful. As we age, that stress can grow with the realization that, someday, we may need more help. Building a financial team, whether is it comprised of professionals, family, or friends, can be crucial to protecting yourself, your assets, and your peace of mind. In this talk, Erica White, a partner at Clifford Swan Investment Counselors, will share approaches and pitfalls to building a financial village that have worked well for her older clients.

This meeting may be recorded. Recorded meetings may be shared on the Pasadena Village website at https://www.pasadenavillage.org/zoomrecordingsBy joining this meeting, you consent to be recorded. If you do not wish to be recorded, you can join the session without your camera on.

Registration required to get the Zoom link.

Members, please register for this event by going to the right of this screen
And click on the I want to attend button to register.

Non-Members
Please call the Village Office to register.
626.765.6037

When:
Thursday, November 4, 2021, 2:00 PM until 3:00 PM
Where:
Zoom Online

Additional Info:
Event Contact(s):
Katie M Brandon
Category:
Educational Program
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee