Upcoming Events

A Plan for Aging

Healthy aging includes thinking ahead to the financial, medical, and family issues that many individuals face as they grow older. Until the elusive “fountain of youth” is found, we need to have a plan in place to enjoy our retirement years to the fullest. Join Chris Welton, CFP, CFA, Wealth Management Advisor and David Cohen, Director, Exceptional Senior Placement, for an interactive 60 minute virtual talk at what factors you should be considering when thinking about your own and your loved ones’ futures as you head into the “golden age”.

Date: Tuesday, September 28, 2021
5:00 PM - 6:00 PM
Location: Virtual Workshop
CA
Online Event: Click here for online event

Christopher Welton, MBA, CFA®, CFP®

Wealth Management Advisor

 

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