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January 23, 2020 CE Study Group Center City
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 Export to Your Calendar 1/23/2020
When: Thursday, January 23, 2020
12:00 PM
Where: Wescott Financial Advisory Group
30 South 17th Street, 12th Floor
Philadelphia, PA  19103
United States
Contact: Chris Stewart
215-295-0729

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Please join us for a CE Study Group Lunch 'n Learn in Center City, our first of the year.                                             REGISTER HERE

Topic: Aging in Place, Aging Alone: Strategies for Mitigating Financial and Safety Risks
  presented by Bode Hennigan, President & Founder of Life Managers & Associates 
 
This seminar, will enable attendees to identify issues beyond long-term care and estate planning for seniors with emphasis on the solo senior.  Too often, planning is only geared for incapacity. What is overlooked is planning for what happens in the years prior to incapacity, the independence stage of aging. This planning is crucial in order to protect assets and the safety of the client.  Attendees will learn techniques to better help their clients.

(One hour of CFP CE credit approved)
 
Bring your own lunch. Refreshments will be provided.  There is a cafe n the lobby to purchase lunch items. 
 
There is no charge to attend this event, but pre-registration is required.
 
Register by clicking the button below.

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us