Your Wealth is at Risk (364)

Your wealth is threatened from a number of directions, many of which you may never have thought about: identity theft, disability, death, fires, accidents, lawsuits, excessive spending, avoidable taxes, inappropriate estate plans, inexperienced trustees, sickness, long-term incapacity, complexities of the securities markets, inadequate portfolio performance, and inexperienced or biased financial advisors. This class is designed to determine which threats you have already addressed and which threats you still need to self against.

This class will be led by Kim M. Gardey, CFP, President of Gardey Financial Advisors.

Thursdays: March 11, 18 & 25 • 9:30 - 11:30 a.m.

$22 Members; $44 Non-Members  

Room: C235