8:00 – 8:30 Networking and Breakfast

Breakfast Sponsored by: Lee Ann Aden and Beyond Balance Sheets, LLC

8:30 – 9:00 Business Meeting

9:00 – 11:00 Presentation: “Getting Fiscally Fit and Planning for Retirement” with Aaron Minor and Elizabeth Anderson from the Society of Financial Awareness

Aaron and Elizabeth’s training will focus on some of the basic fundamentals of personal finance and how to help guide clients in support of their financial wellness. They will review the basic legal documents which everyone should have, and help attendees learn to recognize and protect against some of the risks retirees may face.