Contributed by: Sandra Adams, CFP®
I am excited to let you know that for a second semester am going to be teaching courses for Schoolcraft College as part of the Continuing Education and Professional Development Program. As always, the opportunity to share my knowledge and passion in the areas of financial planning and gerontology is exciting for me.
The classes I will be teaching again, in April are:
Serving as a Financial Fiduciary:
April 2nd, 2018, from 6-9pm
Being responsible for someone else’s finances can be a huge weight to carry. Learn what it means to serve in the role of a financial fiduciary — persons required to always act in the best financial interest of those they are serving. Learn where to find guidance and resources, avoid scams, and how to establish sound, long-term planning.
Long Life Planning:
Mondays for three weeks starting April 9th, 2018, from 6-8pm
Go beyond traditional retirement planning and tackle topics such as long-term care planning, difficult conversations with family, aging, and end-of-life planning. Discuss resources, downsizing, housing and care options, legal and financial guidance and more. Plan now for your later long life.
If you or someone you know might be interested in attending one of these or other courses offered by the Schoolcraft Continuing Education and Professional Development program, find more information here: www.schoolcraft.edu/cepd
Sandra Adams, CFP® is a Partner and Financial Planner at Center for Financial Planning, Inc.® Sandy specializes in Elder Care Financial Planning and is a frequent speaker on related topics. In addition to her frequent contributions to Money Centered, she is regularly quoted in national media publications such as The Wall Street Journal, Research Magazine and Journal of Financial Planning.
Raymond James is not affiliated with Schoolcraft College. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.