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