Member and Family Forums

Financial Planning Series

Start the new year off with a Member and Family Forum about Financial Planning, featuring James Traylor.

 

Session One: Navigating and Maximizing Benefits

Online Thursday, January 16, 2025, from 5:30-6:50 p.m.

Gain a basic level of understanding of government benefits and how to maximize them.

REGISTER

 

Session Two: Documenting Your Plan

Online Thursday, February 13, 2025, from 5:30-6:50 p.m.

Understanding the role legal work plays is an important part of long-term planning. In this session, you will walk away with an overview of the basics on how to structure your wishes and create a plan for your loved one. Registration coming soon.


 

Questions? Contact Member Relations.

Translations Available

Real-time written translations in Spanish, simplified Chinese, traditional Chinese, and other languages will be provided.
Traducción escrita en tiempo real disponible en Español.
提供中文实时书面翻译。
提供中文實時書面翻譯。