When YOU become THE PARENT–Questions to ask your parents NOW!Click to RSVP
Start DateJanuary 9, 2008
T. Van Matthews, CFP, Ameriprise Financial and Tina Royster, Vice President, Palmetto Bank will address the financial issues to include in your stategic planning for the future for yourself and your loved ones.
Protecting your family and finances is a primary goal. Learn from the experts about: retirement planning, asset allocation, estate planning strategies, and long-term care planning. You will also learn the basic principles of banking. If you are unable to access your money in the bank, what happens? Can someone else manage it to take care of you? What are the privacy rights?
This will be an informal session with time for discussion.