Financial Planning and Estate Planning for your low/ moderate income clients.

 Wednesday, November 2nd

8:30 am - 12:00 pm

Humanim 

1701 N. Gay St, Baltimore, 21213


Come and learn about the resources available for both financial and estate planning on a tight budget. Although many of our clients have limited income levels, it is important to have a financial plan. There ARE resources out there for folks even though they may not have tons of cash. Furthermore, many people don't realize how important it is to have an estate plan (will, medical directive, beneficiary designation etc) and what can happen if you don't have one!!


Brian Kuhn, CFP, will share financial planning options for the individual/ family with a limited income.

Susan Francis (Maryland Volunteer Lawyer Service) and Natalie Grossman (Baltimore City Bar Association) will provide important information on estate planning.


Come to learn about these important and relevant topics that your clients (and you!) can and should take advantage of!


Learn more information and register here!


Continental breakfast provided.

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Training Tuesdays!

Join Maryland CASH and partners for a series of Training Webinars for 6 Tuesdays. All webinars will be from 2:00 - 3:00 pm. Register by clicking below!


Who should attend?: Educators, coaches, housing counselors, financial counselors, social workers, etc.


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