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Senior Learning Institute®

Accounting, Tax, and Financial Planning

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We’re getting close to year-end, so what better time to explore ways to: Strategize as to how we might save (think expenses, taxes; Simplify bill paying; Maximize our income (investment, pension, social security).

Bring some questions for the accounting, tax, and financial professionals who will be on hand.


Senior Learning Institute® is the learning place for older adults in St. Louis and surrounding areas for unbiased learning opportunities.

These seminars are being moderated by Ted Gottlieb, Certified Senior Advisor®, Certified Downsizing Coach™, and Founder of The Senior Learning Institute® — No sales pitch.

Find ample resources on our website . Questions or need a specific resource? Contact Ted Gottlieb at Ted@TrustinTed.com.

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