NEW Prepare Wisely: Estate Strategy Essentials
This workshop explores how having a strategy in place can make things easier for your family after you're gone. Attendees will learn what documents they need so final wishes are known.
Eligible UCare members may receive up to a $15 discount on many Community Education classes when registering over the phone. Contact Community Education for further information.
Kevin Gary Schwartz
Instructor
Sometimes all you need is someone to help show you the way, and it’s no different when it comes to finances. Whether you’re just starting out in your career or are preparing for the retirement of your dreams, I’m here to listen, understand and guide you along your financial journey. As an experienced financial advisor, I help strengthen financial positions, invest in tax-efficient ways, and ultimately prepare to transition savings to income in retirement.
AL077-2C33-S1
Online registration is overInstructors:
- Kevin Gary Schwartz
| Date | Time | Location |
|---|---|---|
| Thu, May 18th 2023 | 6:30 - 7:30 PM | Educational Service Center/Staff Development Center |