For almost a decade the associates at GW Financial, Inc. (GWF) have presented at the “It’s Your Money” and the “It’s Your Estate” workshops. These workshops are hosted by Financial Empowerment and Estate Literacy (FEEL). Their mission is to prevent financial abuse by educating seniors to take control of their financial, estate, and charitable giving decisions.
The Fall 2018 “It’s Your Money” series will provide a good overview of financial planning and investment management concepts.
GWF associate, Julie Bray, will be presenting on Wednesday, October 10, 2018, discussing “Equity Investing” at the Fullerton Community Center.
Julie Bray will be presenting on Wednesday, October 17, 2018, discussing “Fixed Income Investing" at the Senior Center in Central Park.
Julie Bray and Scott Anderson will be presenting on Monday, October 22, 2018, discussing “Fixed Income Investing" at the Newport Beach Central Library.
Feel free to share this event with family or friends whom you think would benefit from attending.
Please contact the Newport Beach Central Library at 949-458-2411, the Senior Center in Central Park at 714-536-5600, or the Fullerton Community Center directly at 714-738-6305 to register for these free community classes.