Financial Planning Workshop at Magruder Hospital

Posted by Magruder Hospital Marketing on Mar 20, 2018

The Magruder Hospital Foundation is pleased to present a 5 week Financial Planning Workshop beginning on April 13 and continuing on April 20, April 27, May 4 and May 11. The Workshop will be held in the Conference Center from 9am to 11am. 

Nora Gallagher, CFP®, AEP® of Merrill Lynch will be facilitating the series. This informative workshop will have a wide variety of topics including Tax Planning, Risk Analysis, Investment Basics, Retirement Planning and The Probate Process.  Local experts will be presenting on their field of expertise in an educational manor. (There will be no “sales” talk!) 

The goal of this program is to help you build your financial plan. Each session will build on the previous week so it will be most beneficial if you can attend all 5 sessions. Participants will receive a free notebook.Light breakfast will be served. Participation will be limited to 16 individuals. RSVP to Michele Mueller at 419.734.3131 x3147.  

Financial Series at Magruder Hospital

Topics: Magruder Hospital News, magruder hospital foundation, magruder hospital events