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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/zoomrecordings. By 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.
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Thursday, November 4, 2021, 2:00 PM until 3:00 PM