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.
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。