Legacy Financial Services, Inc.
The Fabulous 50+ Series
In this time of financial uncertainty, Oregonians find that there are many more questions than answers. No group in our community is more affected by this than seniors. The growing need for a trustworthy source of financial information within the senior community has finally been addressed.
Introducing the “Fabulous 50+ Series” - This multi-faceted educational series is dedicated to helping our senior community gain a greater understanding of their personal financial future.
The initial installment of the “Fabulous 50+ Series” is called Tax Tips for Retirees. This one hour class will help seniors answer the complicated questions about their taxes. Future installments of the “Fabulous 50+ Series” will cover other pressing issues in our senior community, such as Social Security benefits, identity theft, investments, and estate planning.
The primary instructor for the “Fabulous 50+ Series” will be David W. Hinson CFP®, CPA, PFS, CLU, ChFC, CLTC, CASL, CSA, CFS, AEP®. David's 20 plus years of experience and passion for our senior community ensure his diligence in answering this call to action.
For a list of current venues, or to schedule a Tax Tips for Retirees class, please call 541.302.9400 or contact via email at todd@legacyplanners.com.