financial planning

financial planning programs

Understanding your finances and planning well for the future is critical. But, navigating the legal and financial world is not always easy for all of us. At Senior Action, we offer a variety of programs that help you better manage your finances and feel more secure for your future and your legacy.

Nationally, studies have predicted that one out of four seniors today will outlive their financial assets. Additionally, studies have shown that seniors are choosing to work past retirement years either because they feel able or because they are concerned about money, or both. In 2014, a survey of Senior Action’s members overwhelmingly revealed a concern and desire for programs to help navigate the world of managing money, the legal system, and insurance.

In order to help with this need, Senior Action offers a variety of activities at each of our locations to educate, inform, and assist with financial planning. Activities we offer may include:

  • Free tax preparation assistance from January to April each year– in partnership with AARP Tax Aide
  • Insurance seminars
  • One-on-one insurance counseling
  • Budgeting seminars
  • Will Preparation
  • Estate Planning
  • Advanced Directives and Power of Attorney seminars
  • Computer Training
  • Avoiding Scams and financial predators