The session addresses basic financial planning topics, including goal-setting, net worth and cash flow. Protection planning, as well as tips for reducing taxes will be discussed. The workshop also covers risk tolerance and investment strategies. Special emphasis is also given to planning for the legal and social realities that uniquely affect gay and lesbian individuals, such as the legal documents necessary to help maintain control of finances, joint ownership issues and estate planning. The workshop runs 1-3 p.m. in 917 Lincoln Campus Center.
Participants are free of further obligation.
Call 5-5428 to confirm attendance. For further information or to enroll, call 586-1764.