Hot Topics, APG Workshops
& SOFA Presentations
 


Hot Topics at the APG Office

  • August 10 - Reverse Mortgages, 10-11am
  • August (Date TBD) - Savvy Social Security Planning, 10-11:30am
  • September (Date TBD) - Health Care Reform and How it Will Impact You, 10-11am
  • October (Date TBD) - Understanding Long Term Care Insurance
  • November (Date TBD) - Life Insurance 101, 10-11am
APG Workshop Series at the Matthews Women's Club
  • August 3 - Laboring Over Long Term Care, 1-3pm & 7-9pm
  • August 4 - Examining Estate Planning,1-3pm & 7-9pm
  • August 5 - Maximizing Retirement Income, 1-3pm & 7-9pm
  • September 14 - Trinity Method of Investing, 1-3pm & 7-9pm
SOFA Presentations

  • July 29 - Financial Blunders-Lessons We never Learn at Trinity Presb. Church, 10-11am
  • August 12 - Legal Lessons for Life at the  US Bankruptcy Court, 11-12pm
  • August (Date TBD) - Women Approaching Retirement and Beyond 10-11am
  • September 13 - Getting Fiscally Fit at the Siskey YMCA, 10:30-11:30am
  • September 23 - Stress and Your Health at Trinity Presb. Church, 10:30-11:30am
Other Speaking Engagements
  • August 5 - Caregiver 101 @ Carillon Assisted Living @ Indian Trail, Savvy Social Security Planning, 11-12pm

  • August 6 - Caregiver 101 at Carillon Assisted Living @ Indian Trail, Myths and Misconceptions of LTC, 12-1:45pm

  • August 17 - Financing Options For LTC - Panel Participant at Trinity Presb. Church, 11-12pm
     
    Call Maria or Jeff at 704.708.5001 to Reserve Your Seat!