Classes & Lectures

Healthy Wealth Workshop

Old Mill Montevalle Mobile Home Park
Sat Apr 1 2pm - 4pm Ages: family friendly
Classes & Lecturesfinancial planningannuitiesadult educationretirement income planninglong term care insuranceBenefit
Anthony RovaiGeorge Haas

About Healthy Wealth Workshop

Healthy Wealth Workshop - Financial Planning for Seniors
Scotts Valley Senior Life Association presents a discussion of the • Senior Insurance Bill of Rights,
• The Pros and Cons of Annuities,
• Lazy Money - Putting your Money to Work
• Protecting Your Money During Turbulent Times
• Planning for Retirement, Long Term Care, Tax Efficiency, Health Insurance, RMD's, and more.

Presenters George Haas and Anthony Rovai, Independent Financial Planners with Money Concepts Capital Corp.

Refreshments will be served

Please RSVP to George (831)334-7763
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Free Event

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