Coffee & Conversation - Household Financial Planning for Aging and Loved Ones | Wesley Ridge Retirement Community
Seniors or individuals with disabilities, living independently in their own homes, skilled nursing facilities, or anywhere in between, need to understand their household financial health in order to preserve assets and increase peace of mind. Kelly Brick from Elders Advisory Services will cover the importance of developing a personal household summary, common challenges, a review of important documents everyone should have, plus much more.

Friday, January 22, 2021 1:00 PM

RSVP by January 20, 2021 by calling (614) 501-1499 or by filling out the form below.

Upon registration, log-in details and instructions for the virtual event will be shared with you.

Can’t log-on? Provide us with your contact information and we will send you a copy of the presentation after the event.


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