Senior Financial Wellness in the New Year
Get a jump on some of those financial New Year’s resolutions you’ll be making. Join us for our Financial Wellness Event on January 14, 2013 from 6-7:30 p.m. RSVP today!
- Review your statements monthly, including credit card, utilities, bank statements, etc. One of the fastest ways to financial distress is lack of attention to detail. Make sure to track any questionable transactions and contact the appropriate institution immediately.
- When paying bills online, only use secure sites generally marked with a URL that includes https://, and safety logos that feature a lock or key.
To find out more financial tips for seniors, join us for an event focused on Senior Financial Wellness on January 14 from 6-7:30 and enjoy some fun refreshments!
At our Senior Financial Wellness event, we will discuss: preparing for the unexpected (including ensuring you have a proper power of attorney & living trust in place); ways to protect your life savings from creditor attack and to avoid falling victim to fraud; and ways to plan, track and manage your money, both now and in the future. Join us for this informative event and you’ll learn how to get a jump on some of those financial New Year’s Resolutions you’ll be making!! RSVP today!