Money Management for Seniors

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Money Management for Seniors

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February 4, 2021 @ 10:00 am - 11:30 am

Money Management for Seniors

Money management is different for seniors. This class will look at managing your finances through a biblical perspective. Together we’ll explore aligning your priorities, lifestyle, and God’s call with your finances. We’ll learn about giving, saving, spending, protection, and investing strategies that fit your needs as a senior.

About the Instructors:

Randy Nyce is an Everence stewardship consultant, helping families, businesses, non-profits, and congregations in the eastern Pennsylvania region with stewardship education and charitable gift planning.

Jeff Godshall, CFP®, CTFA, is a financial planner with Everence Trust Company. Jeff is a trust and investment specialist serving on a team of financial professionals who help individuals, institutions, and churches with their investment, insurance, and financial planning needs.

Trish Sneddon, CSA, CLTC, is an Everence financial services representative. Trish has a bachelor of arts degree in health care administration, and has earned her certification in long-term care insurance and the ertified senior advisor designation. She previously worked as a nursing home and health services administrator.

Details

Date:
February 4, 2021
Time:
10:00 am - 11:30 am
Event Category:

Other

Event Sign Up
Yes