Financial Strategies for Seniors -Charlotte, NC December 13-14, 2018
 
Registration Information
8:30 AM December 13 - 3:00 PM December 14, 2018
Hilton Charlotte Center City
222 E 3rd St
Charlotte, NC
28202

The UnidosUS Learning Alliance is currently registering counselors for the Financial Strategies for Seniors  training in Charlotte, NC. The training location will be Hilton Charlotte Center City, 222 E 3rd St, Charlotte, NC 28202.  The training will begin on Thursday, December 13th, 2018 at 8:30 a.m. and go through Friday, December 14th, 2018 at 4:30 p.m. Breakfast and Lunch will be provided for participants.

Financial Strategies for Seniors

This course is designed to educate counselors on the ways they can best support their senior clients in terms of education and resources. The areas of focus for this course are as follows:

Participants receive:

1. The importance of Wills and Power-of-Attorneys

2. Transitioning to a fixed income

3. Pros & Cons of senior centers versus aging at home

4. Recognizing potential scams and what are general red flags

5. Home Safety

6. Educate clients on laws and resources to assist them

7. How to counsel/coach seniors

 

Tuition: $800

Add Event To My Calendar