One Senior Place - Special Event - Friday, January 22

One Senior Place is proud to host our

2nd Annual

Senior Financial & Legal Options Day

Friday, January 22nd 
Noon to 5pm

Avoiding Financial and Legal Red Zones

One Senior Place has assembled respected national and local authorities in financial and legal matters for a free seminar for seniors that is sure to help educate, enlighten and inform.

These legal and financial experts will answer questions and provide strategies and tips about market conditions, investment options and legal requirements specific to the needs and interests of senior citizens.

To schedule a free, private consultation with a legal or financial representative at this event, call 321-751-6771.

 We invite you to take part in our enlightening presentations:

12:30 pm - "Market Overview"  With more than $2 billion in assets, RiverFront Investment Group, LLC, offers asset allocation portfolios for investors seeking conservative, moderate and long-term growth as well as moderate growth and income.  Join renowned investment expert Scot Winter of RiverFront Investment Group for a review of current market conditions, a look at where the market is headed in 2010 and promising investment strategies.

1:45 pm - "Proper Trustee Selection"  Whittaker Cooper Financial Group presents "Proper Trustee Selection".  This presentation will highlight the importance of selecting an independent, third-party trustee to help reduce conflict among family members in financial decision-making.

3:00 pm - "Planning for the Unthinkable"  Elder Law attorney William A. Johnson will discuss "Planning for the Unthinkable: How to Prepare for Unexpected Medical Events".  Long term care planning and legal considerations will be presented.

4:15 pm - "Expert Panel"  This special session will bring together financial advisors, attorneys, real estate experts and insurance specialists to address individual legal and financial concerns.  Be ready with your questions!

Special Thanks To

our Premium Vendors:

  • Health First
  • Regions Morgan Keegan Trust
  • Wellcare Health Plans
  • O'Brien, Riemenschneider, Wattwood & Cantwell, PA

and

Don't miss our next special event on
Friday, March 5 -
Senior Living Options Day!

This FREE event will be held at:

One Senior Place
8085 Spyglass Hill Rd
Viera, FL  32940 

 

321-751-6771

www.OneSeniorPlace.com

One Senior Place is conveniently located off I-95 exit 191
8085 Spyglass Hill Rd. Viera, FL 32940