YOUR ANNUAL FINANCIAL CHECKUP

YOUR ANNUAL FINANCIAL CHECKUP
SS310

Money, money, money. What to do? Doing your taxes? Looking at your investments, and where your money went? Do you know your Net Worth? Your Credit Rating? How old is your trust or will? Do you have Long Term Care Insurance? An Umbrella Policy? Have you refinanced? Join us as we move through your financial profile. At the end of the class you will know your net worth and have a tidy list of things you need to review or revise. Keep a copy to do a checkup again next year to review your progress. You get a medical checkup. Why not a Financial Checkup? Join us!! All registrants will be emailed a Financial Profile form which you complete in the privacy of your own home.

Presenter: Joan Lutz,
Joan is a retired financial planner and investment advisor.

Developer: Joan Lutz

Monday, April 19
1:00 – 3:00 PM

Facilitator:
Carolyn Brothers
714-731-3652
cbdancer@aol.com