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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