Financial Planning, Wills, Trusts, Estates for 55 and Older”
(Particularly Helpful for Singles)
Thursday, January 30th @ 6:00 pm
St. John’s Episcopal Church
3240 O Street NW
(Use the Potomac Street Entrance)
Living well with solid finances in retirement takes planning, and as we age, the best choices for investment change.
Join us for a thought-provoking panel with three experts on wills, trusts, and estates, who will also discuss financial
scams targeting seniors.
To reserve your participation in events, please contact the Georgetown Village office at 202-999-8988 or email email@example.com
Georgetown Village Assistant Treasurer
Doug Woodward, Certified Financial Planner™
Private Client Group Relationship Manager
Roland Schrebler, JD (Wills, estates, trusts)
Sydney Palinkas (Financial scams targeted at seniors)
Charles E. Smith Life Communities
Georgetown Village is offering this set of four educational programs FREE to its members. The cost to Village volunteers and members of other Villages is $30.00 for the series and $10.00 per session, for community members the cost is $15.00 per session or $50.00 for the entire series.
Georgetown Village thanks our series sponsors:
Toni and Jonathan Russin ∙ Jim Smith ∙ Barbara Hall ∙ Kelly Advocacy Outcomes, LLC ∙ Emily Sommers
Reserve early to assure your spot in the room!