The Magruder Hospital Foundation is pleased to present a 5 week Financial Planning Workshop beginning on September 30th and continuing on October 7th, 14th, 21st and 28th. The Workshop will be held in the Conference Center from 9am to 11am.
Nora Gallagher, CFP® and Vice President at Croghan Investment & Insurance Services 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. RSVP to Michele Mueller at 419.734.3131 x3147.
Light breakfast will be served. Participation will be limited to 16 individuals. For more information on events and screenings, please visit Magruder’s Event Calendar >>