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Planning For Your Financial Future
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.
"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."
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.
If you have an annual current income of $35,000 or
less and would like to participate in this pilot program,
please call WISE Senior Services at 310/394-9871,
extension 441, or email finance@wiseseniors.org.
Appointments are available on Tuesday, September 21
and Wednesday, September 22 from 9:00 a.m. to 3:00
p.m. at WISE Senior Services, 1527 4th Street in Santa
Monica.
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