Your SB Team’s Smart Senior Living Seminar
Finance
Lecture/Discussion/Panel/Talk/Q&A/Seminar
Senior Citizens
Grace Fisher Foundation Inclusive Arts Clubhouse
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Tue, Mar 03 10:00 AM - 11:15 AM
Address (map)
120 South Hope Avenue Unit F118
Venue (website)
Grace Fisher Foundation Inclusive Arts Clubhouse
Join Your SB Team for an interactive Seminar diving deeper into Senior Financial Planning, Senior Insurance and Selling in today’s market.
Liz Saghi works closely with clients and utilizes a consultative approach to financial, business, investment, and personal planning needs.
Avalan’s goal is to enter into long-term, mutually-beneficial relationships, which they develop to not only be lifelong, but multigenerational as well.
Kady Cupp will explain how having a Long-Term Care plan will preserve assets and save more than $180,000 + for individuals who may experience the opportunity to receive care within the home.
Nancy Newquist Nolan and Rachel Quittner will answer Real Estate questions for getting ready to sell your home in today’s market.
Delicious cookies and coffee provided by Bristol Farms.
Please note Grace Fisher’s Clubhouse is in La Cumbre Plaza catty corner to Williams Sonoma.
