Posts Tagged ‘Financial Planner’

JOIN US FOR OUR FIRST AGE-U-CATION CLASS.  Where you will have fun, learn some interesting facts, meet new people, enjoy the camraderie of having Tea and cookies with people of similar interests.  Items to be discussed are:

• Victoria Roberts, CFP,CDFA  will discuss  what credentials to look for in choosing a financial planner and why you should choose a Certified Financial Planner
• Rhoda Rose Olson,  is the “Bee Happy Success Coach” her popular entertaining one-woman show titled “Let your light Shine”  will be presenting her funny hat vignette.
• Vicki Toler, CRMS, CSA will be discussing financing in today’s marketplace.  Are the banks lending money?  and if so to whom? What options do I have if I want to borrow money?
• Joe W. Lehn Attorney at Law, will discuss warning signs of financial exploitation