South County Senior Summit


2017 South County Senior Summit
 

Friday, May 12, 2017

“Financial Planning

For Your Golden Years”

"Keynote Speakers"

 John M. W. Moorlach

CA State Senator, 37th District

   Tony Rackauckas

     Orange County District Attorney

  Dr. Marilyn Ditty

     CEO, Age Well Senior Services


          David Little

      Certified Financial Planner
      Eclectic Associated, Inc.

    Nakia Thierry

       Manager, Office on Aging
      OC Community Resources

  Jeffrey Rodriguez

     Public Affairs Specialist
     Social Security Administration

Download Flyers

Map & Driving Directions

New this year will be the opportunity to make an appointment with CERTIFIED FINANCIAL PLANNER™ Professionals. Don’t miss this opportunity for a free, private consultation with highly qualified professionals from the Financial Planning Association of Orange County. Consultations last approximately 15-20 minutes.

Retirement Planning Budgeting Tax Concerns Estate Planning

Sign-ups are available on a first-come-first-serve basis at the event at the Financial Planning Association of Orange County table. Appointments will be following the main event from 1:00pm to 4:00pm. You are welcome to bring any documents pertaining to your questions.

                  


Thank you to our Title Sponsor:
 

Thank you to our Diamond Sponsor: