On Fri., Oct. 7 from 11 a.m. to noon join Mark Sumner to learn about the seven biggest financial challenges facing seniors in retirement and how to utilize investments to provide a stream of income. There are many considerations when one mentions the term “elder care”. This may include discussions of VA benefits, Social Security, elder abuse, and Medicaid/Nursing homes. The presentation will also focus on Medicaid planning, some of the rules and ideas on planning. This workshop is sponsored by Mark Sumner, Investment Advisor Representative, Sumner Wealth Management, Inc. There will be no selling or asking for personal information. This program is for educational purposes only. To attend, RSVP with a $1 to South Iredell Senior Center by Fri., Sept. 30. No registration by phone.
Friday Oct 7, 2016
11:00 AM - 12:00 PM EDT
OCT 7 AT 11AM
SISC
$1.00
704-662-3337
Printed courtesy of www.mooresvillenc.org/ – Contact the Mooresville-South Iredell Chamber of Commerce for more information.
149 E. Iredell Avenue , Mooresville, NC 28115 – 704-664-3898 – info@mooresvillenc.org