The June 25 workshop was an overview of four workshops to follow including financial planning, estate planning, tax planning/charitable giving and legacy planning. Each workshop is designed to educate those who have never needed to make a financial plan before, and for those weren’t aware one could be beneficial.
The next workshop on financial planning is set for July 30 at the Ray Point Community Center from 6-7:30 p.m. with a light meal and refreshments.
Guest speakers will include Dan Prostrollo from Lincoln Financial Securities and Barbara Magor with American Investment Planners.
Prostrollo’s topic, “Creating a Lasting Retirement Income,” is about the need for sustainable retirement income, retirement income considerations, and a new approach for a sustainable income.
Magor will speak on building a financial foundation, highlighting her six-step solution including establishing goals, evaluating personal financial status, and developing and implementing the appropriate financial plan for the family.
Each workshop is provided free of charge to address the changing financial climate brought on by the Eagle Ford Shale through the Partnership for Philanthropic Planning and the San Antonio Area Foundation working in conjunction with local community leaders including Live Oak County Judge Jim Huff, Live Oak County Commissioner Donna Mills, McMullen County Judge Jim Teal and the Atascosa Health Care Center.
All who wish to attend should RSVP to Kate Martin at the Atascosa Healthcare Center, 830-569-8940, ext. 327 or email firstname.lastname@example.org to be sure there are adequate materials and food. All are welcome to attend.