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Insurance, Long Term Care & Investment Planning

Insurance, Long Term Care & Investment Planning

Financial Advisor and Chartered Retirement Planning Counselor Jonathan Strong will discuss ways to improve your insurance program, maximize benefits coverage, lower premiums and manage your insurance needs.  Presentation will include an overview of methods for organizing financial information for insurance purposes, as well as questions to ask your advisors based on your situation and events in your life. Portfolio examples will be provided, with a question & answer period.  Registration is required.

Date:
Thursday, October 19, 2017
Time:
7:00pm - 8:30pm
Location:
Sandburg Meeting Room
Branch:
Civic Center Library
Intended Audience:
Adults
Registration has closed.

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