Join Michael P. Haubrich for this informative learning opportunity where issues related to late life planning will be explored and discussed.
Who should attend? Retired or near-retirement; adult children of aging parents/loved ones
What will be covered:
- The life stages of the aging adult (go-go; slow-go; no-go)
- The characteristics, choices, risks and resources (financial and other) associcated with each elder life stage
- Well-being in elder life; recognizing and avoiding risks for financial exploitation, cybersecurity
- End of life completion such as legacy letters and gifting strategies
Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.
Date: Tuesday, April 11, 2017
Time: 6:30 p.m. – 8 p.m.
Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406