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

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
