As Americans age, so do the roles of responsibility, including the transition from working toward retirement to preparing for retirement. Financial planning is an often overlooked component to securing control in life for maturing adults. Aging in America addresses the needs and fields the questions for individuals seeking to have their golden years truly shine.
| October 16: | RETIRE ON PURPOSE Beyond financial planning: Creating the life you want. |
| October 23: | SOCIAL SECURITY What’s my year? |
| October 30: | MEDICARE 101 Parts A, B, C, D |
RSVP by filling out the form to the right to reserve your spot for 1, 2 or all 3 of the events in the series. You can also call us at (209) 956-3400 if you have any questions.
* Limited Seating is available. Reserve your spot(s) today.
With more than 31 years in insurance planning, Phyllis Klein has been helping people create prosperous financial futures. Ms. Klein Holds Series 7 and 66 licenses, along with a Life & Health Insurance license. She is President of Randolph & Klein Financial Solutions. Klein teaches a course in Basic Money Management and the Mindset of Money at CSU.
Securities and investment advisory services offered through Royal Alliance Associates, Inc.(RAA), member FINRA/SIPC, RAA is separately owned and other entities and/or marketing names, products or services referenced here or independent of RAA, RAA does not proved tax or legal advice.
O’Connor Woods presents this material as a public service too our residents and the community, but does not endorse any speaker or the topics discussed.
O’Connor Woods
Continuing Care Retirement Community
3400 Wagner Heights Rd. | Stockton, CA 95209
oconnorwoods.org
209-956-3400
RFCE #390314809
