Apr 16
Tuesday, April 16, 2024 12:00 pm - 1:30 pm Zoom

Are you worried about being financially scammed, missing bill payments, or neglecting to review your bank account statements? Or have you struggled to update your beneficiaries? If so, a daily money manager can help. These financial professionals offer personal services to individuals, families, older adults, people with disabilities, busy professionals, high-net-worth individuals, and small businesses. Learn more about their services and how you can protect your assets as you grow older.


Cindy Hoffman, Daily Money Manager and Certified Senior Advisor, Best Life Advisors