Health & Wellness

Description

Financial Health and Wellness for Seniors
 
Are you over 55 or care for someone who is?
Does FDIC, 401K, POA, POD, MEDICAID, MEDICARE, and IRA sound like a foreign language or computer code?
Bring your questions and bring your friends to our panel discussion.
 
What is financial wellness?
 
When you’re financially well, you know that minor emergencies or expenses won’t cause financial hardship.  You’ll have a better understanding of your spending and saving habits, which helps keep you from spending more than you earn.  When you’re financially well, you have less stress and can focus on making progress or enjoying your retirement.
 
Your journey to financial wellness?
 
How you end your journey is as important as how you begin. The first thing is to understand where you are today.  From there, you can take small steps that will have a big effect on your future.  It’s the progress you make that helps build your financial wellness and improves your retirement experience.
 
We can help.
 
Dispelling the myths of FDIC.
Growing your retirement.
Creating lifetime income.
Setting up a legacy for heirs and beneficiaries.
What to do when your plan gets derailed after you stop working.
 
See you there at Key Bank!
25117 SE Stark Street
(Home Depot parking lot)
Troutdale,  OR  97060
503-405-4345

*Ask about earning college Continuing Education Units (CEUs) for participating in our monthly morning presentations at no cost to you.