Members of the Rossmoor Financial Forum indicated high interest in learning about Investment Basics, Maximizing Retirement Income, and The Economy in the Topics For 2020 Survey. Our meetings for 2020 were planned around those topics. Then along came COVID 19. If you are reading this, you physically survived the onset of COVID 19. Did your finances? Did your financial Peace of Mind?
On April 20th, 2021, at 3:00 PM members may attend a presentation “Financial Survival During COVID 19”. Our facilitator, Daniel J Gannett, will take us through new definitions of investment basics, strategies for maximizing our retirement income, and thoughts about the economy, in this evolving “new normal” environment. Dan is professionally qualified to help us adjust to the new terms, (I.E. SACS, VANDS,) basic strategies, and our outlook. He is a Registered Investment Advisor, President of Park Place Wealth Advisors, and an active member of our local community. He has earned recognition in the community for his excellence in Goal Based Financial Planning.
This April 20 program, which begins at 3:00 p.m. is open to all current members of the Rossmoor Financial Forum. Registration is required, just click the register button to sign up. For information on this Zoom Meeting or about becoming a member contact Joe Hoffman, 925-954-7912 or Sally Nordwall 925-216-7026.