11:29 PM / Thursday March 23, 2023

9 Jan 2015

Achieving financial security: A free community forum

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January 9, 2015 Category: Oasis Posted by:

On Saturday, January 17, starting at 8:00 am, the Society of Financial Service Professionals (FSP) will present to the community an MLK Day Of Service Project entitled “Achieving Financial Security: A Community Forum.” This pro-bono Day of Service program was created by FSP’s Inclusion Advisory Group to share the unique, multidisciplinary wisdom of financial service professionals with individuals who may come from communities underserved by traditional financial service markets and/or where there may be a dearth of knowledge about the real need for financial and retirement planning.

Sponsored by the Prudential Insurance Company of America and hosted by Vine Memorial Baptist Church, 5600 West Girard Avenue, this all-day event will explore timely topics such as finding funding for college, saving for retirement, Social Security, and long-term care. The program will also answer tough questions like, “What needs to be done right after a loved one dies,” “What to do to ensure someone’s final wishes are carried through,” and “How do I leave a legacy?” FSP will bring together an experienced panel of financial professionals including a retirement counsellor, an attorney, a Certified Public Accountant, a financial planner, and an insurance specialist.

By hosting this first ever, free event, Pastor James S. Allen, D.D., of Vine Memorial said, “This timely and thought provoking program is truly scheduled at the right time – during the Martin Luther King holiday weekend. It will cover topics that are important to every age group at a time when making the right financial choices is so critical.”  Joe Frack, FSP’s chief executive officer added, “This community forum will aid consumers in taking steps to ensure a financially sound future for their family, and provide information on how to find professionals who can help.”

Questions about Achieving Financial Security: A Community Forum can be sent to Tony Smith at the Society of FSP by phone at (610) 526-2533 or by email to [email protected]

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