The Financial Forum welcomes Andy Stevens of Northwestern Mutual Wealth Management Company on Tuesday, June 27th at Noon in the Fireside Room at Gateway clubhouse. His topic will be “How to Avoid Bankruptcy in a Nursing Home.” Mr. Stevens received his Bachelor of Science, Cum Laude in Financial Services and Economics from St Mary’s College of California. He is a Charted Life Underwriter and Retirement Income Certified Professional awarded by the American College of Financial Services of the Wharton School of Business at the University of Pennsylvania. He has been a Northwestern Mutual Wealth Management financial advisor for over 11 years. Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four major rating agencies. As a former marine, Andy advocates for Veterans Affairs and local support groups. Through his volunteer work with disabled veterans at the local Veterans Administration Hospital, he provides financial support and therapy to those who have sacrificed for others.
The Financial Forum is a 501C(3) whose mission is to educate our members in all financial matters, including estate planning, real estate, insurance, long-term health care, and fraud prevention. Morucci’s will be the caterer. This event is open to all members of the Financial Forum. To register, please press the Register button. For more information on the speaker, please contact Joe Hoffman at 925-954-7912.