More to Know: Thinking Ahead Roadmap (Adults) In-Person
About this week's presentation:
Thinking Ahead Roadmap: Keeping your money safe as you age
The six steps to develop a money management plan are for everyone. It does not matter how much or how little money you have, your family situation, or how old you are. If you already have a plan, please take this opportunity to review important information that might affect you and your loved ones.
As people age, they become more vulnerable to financial losses due to fraud, exploitation by unethical relatives or friends, or simply making mistakes. If you’re in your 60s or older, you’re at an opportune age to create a plan that will help protect your financial resources for the time when you’re less able to manage your own finances.
Thinking Ahead Roadmap information is not intended to provide legal advice or serve as a substitute for legal counsel.
Kathy Shafer is retired from Ball State University. Her current interests include End-of-Life Education, biking, hiking and reading.
About the series:
More to Know is a series for curious adults. On select Mondays, we will hear from a new speaker on topics such as arts and culture, history and current events, health and wellness, hobbies and recreational activities, and more. Healthy snacks provided by program sponsor LifeStream Services, Inc.
- Date:
- Monday, July 3, 2023 Show more dates
- Time:
- 10:00am - 11:00am
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- KB - Meeting Room
- Branch:
- Kennedy Library
- Audience:
- Adults
- Categories:
- Adult Program