1/4/17: David Casey – Family Trust FCU “Know Your Dough” – Free Monthly Classes

Budgeting into Retirement: January 10
by Matt Griffin
Financial consultant with Family Trust Investment Services. He’ll help you anticipate you your retirement budget needs. Griffin, who joined FTIS in 2009, is a registered through LPL Financial.

Estate Planning Basics: February 14
by Mitchell Payne of Warner, Payne and Black
Participants will learn why a will is important and when to appoint a power of attorney and healthcare power of attorney.

Transitioning into Medicare: March 14
by Derrick Gainey, president of Advantage Insurance
He’ll provide an overall understanding of Medicare Part A and Part B and how to obtain suitable supplemental insurance coverage.

Sign Up Now for Free – https://www.familytrust.org/