Financial & Life Planning for Peace of Mind –April 15
Join us for a practical seminar on taking control of your financial future. Learn key strategies, common pitfalls to avoid, and why early planning is essential to protecting your assets. Attendees will receive a guide to organize and share important personal information—providing clarity and peace of mind for you and your loved ones.
FA Senior Learning Institute® event featuring: Lynn Potts, MBA, Daily Money Manager, On Track Advisors AND Stacy Flanagin, CFP®, CSA, Wealth Management Advisor, Visionary Wealth Advisors
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.
Organizer
Ted Gottlieb, Certified Senior Advisor®, Certified Senior Downsizing Coach™