financial planning

Financial Planning for Adults of All Ages

Christopher J. Maurer, attorney and Certified Financial Planner, will give a free presentation on general financial planning strategies for different stages of adulthood. It's never too late or too early to plan!

When: Monday, April 24, 2017 10:00 AM
Where: Senior Services, 6104 Auden, next to the West University Branch Library
 

Financial Wellness Workshop: Planning for (and in) Retirement

RetirementPlease join us on Saturday, November 7, for a retirement planning workshop.  Topics covered will include investment allocation, qualified and non-qualified plans, types of IRAs, life insurance, and more.  The workshop will be conducted by Michael P. Sofia, licensed professional in financial services.

Where: Spring Branch-Memorial Library

When: Saturday, November 7, 2015

Time: 10:30 am--12:00 pm

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Key Life Decisions: Are You Prepared?

Are you confused about how to protect your financial assets?  How do you plan your estate?  And what about estate taxes?  If you have ever wondered about these or other questions about you or your loved ones financial future, then you don't want to miss the "Key Life Decisions: Are You Prepared" seminar to be held at the North Channel Library on Wednesday, October 12 from 6:00 pm to 7:30 pm.  This program will be presented by Edward Jones and feature presentations from Edward Jones, Liberty Tax Service, the Law Office of James R. Beck, and Advantage Howard Glendale Chapel.  Class size for this seminar is limited, so please RSVP to 281-436-0396 no later than October 11th.

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