Jewish Java – with Mark Moss & Bert Livingston
January 2, 2019 @ 9:00 am - 10:30 am
Retirement Planning & What Comes Next
Mark Moss, Attorney
Bert Livingston, Financial Advisor
Learn what it takes to ensure that your needs and the needs of your loved ones are taken care of now and in the future. Topics will include: insurance, healthcare choices, estate planning, power of attorney and more. Refreshments provided.
RSVP: Isabel Balotin 904-448-5000 x1206 or firstname.lastname@example.org
NOTE: Also see the event on January 23 called “Planning Ahead” Both will be helpful for adults who still need start their “golden years” planning and adult children who have aging parents.