Jewish Community Services presents “Good Company”
Join our virtual get together for older adults 55+
Drop-in for a chat – Bring a Friend – Make a friend
Free and open to the public. Sign up to receive the Zoom link.
Call Rozi Rice 410-843-7325
This presentation will review the changing views on wealth in the marketplace, how these changes are affecting planning, and practical recommendations on how to adapt to a changing landscape and meet the goals and desires of a new type of client.