Moving Forward | On Your Own

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2016-01-21 4:30 PM - 6:00 PM
1095 Whippoorwill Lane, Naples, FL, United States
Address: 1095 Whippoorwill Lane, Naples, FL, United States

A Widow’s Workshop on Financial Well-Being

Today, there are almost 12 million widowed women and each has her own unique story and journey. -U.S. Census Bureau

Widows face unique challenges as they grieve and make important decisions for the next stage in their life. Join us for an informative presentation & discussion:

  • Organize & Simplify Your Financial Life
  • Understand Income, Expenses, & Investments
  • Medicare, Social Security & Estate Planning
  • What’s Important? | Creating a Plan for YOU.
  • Identify Your Trusted Advisors
  • Answer Your Questions

To reserve your seat, please RSVP to Loren Whipple at  239-261-4404.

Date: Thursday, January 21st 2016

Time: 4:30pm-6:00pm

Where: Ispiri Community Center
1095 Whippoorwill Lane, Naples

Light food & beverages will be provided.

Presented by:

Family Wealth
Planning Group
Raymond James