ACAP Greater Eastern Sacramento Region

Introduction to Financial Planning and Preserving Assets as We Age

Free ProgramIn-Person
JAN12

Tuesday, January 12, 2027

4:00 PM – 5:00 PM PT

Introduction to Financial Planning and Preserving Assets as We Age
Discover simple steps to manage money, protect assets, and plan for aging. Learn about saving, investing, retirement, and paying for long-term care while addressing healthcare costs and estate planning. Learn from a financial expert, small actions you can take to secure your financial future.

About the Presenter

Russel Phelps

Trinity Wealth Advisors - Ameriprise