Financial Wellness Seminar

Program Type:

Financial Literacy

Age Group:

Adults
Please note you are looking at an event that has already happened.
  • Registration is required for this event.
  • Registration is no longer available for this event.
  • This event is for registrants age Over 18 and above.

Event Details

Adults are invited to join a financial adviser each month at the Ponte Vedra Beach Library to learn tricks and tips to boost your financial wellness.

  • January 28th: Social Security, Your Questions Answered
  • February 25th: Charitable Giving and Your Financial Strategy: Giving back looks different for everyone. This seminar helps investors find the appropriate charitable-giving path for their unique financial strategy and life stage.
  • March 25th: Retirement By Design: This seminar illustrates how you can help translate one's vision for retirement into tangible goals. Whether someone is 10 or 40 years from retirement, attendees will learn investment strategies to help design the retirement they want. You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and how you can keep their strategy on track.