Santa Monica, July 27, 2004
"I am over 65 and living alone and I don't know how
I will be able to afford to live in the coming years."
"I have a house that is paid for, but I only have
my social security income each month. I am worried about
the future."
"I have a few investments but don't have an income
other than a small pension."
Are you a senior who is worried about your financial
future but can't afford to hire a financial expert to
advise you? No matter what your income or financial
position, planning is the key to a more financially
secure future.
WISE is pleased to offer a free, one-hour, one-on-one
session with a Certified Financial Planner to selected
seniors who are in need of advice on managing their
finances for the future. Through the generosity of members
of the Los Angeles chapter of the Financial Planning
Association, these licensed professionals are loaning
their services for this pilot program.
In this one-hour session, you will discuss your personal
financial situation and get advice from the Certified
Financial Planner on how to establish a plan.
Appointments are available on Tuesday, September 21
and Wednesday, September 22 from 9:00 am to 3:00 pm
at WISE Senior Services, 1527 4th Street in Santa Monica.
If you have current annual income of $35,000 or less
and would like to participate in this pilot program,
please call Troy at WISE Senior Services at 310/394-9871,
extension 441.
WISE Senior Services is a multiservice, private
nonprofit 501(c)3 organization founded in 1968. WISE
offers a variety of services to older adults and their
families in the Los Angeles area ranging from support
services for the frail elderly to interesting volunteer
opportunities for the well and active senior. The population
of seniors served by WISE includes those who are at
risk when alone, have a physical or mental impairment,
such as Alzheimer's Disease or other forms of dementia,
want to continue living in their own homes, are at risk
by exploitation by others and/or are lonely or depressed.
CONTACT:
Troy Amidon
(310) 394-9871
