Free Seminar- Financial Planning 101; POA & Basic Financial Education

Amy York, York Law Firm, LLC, and Cindi Lynch, Lynch Retirement Advisors, LLC, are hosting a FREE public seminar aimed at getting your finances on track. 
 
Amy York, Esq., will provide Statutory (Financial) Power of Attorney forms and give an overview on their use, including nomination of a guardian for your minor children if you were to be unable to care for them.  You can complete the form during the seminar and have it notarized before you leave.
 
Cindi Lynch MBA, AIF^®, CRPC^®, Registered Investment Advisors will discuss budgeting, financial planning, retirement planning, college planning and health savings plans.  
 
There is NO commitment required from you, other than attending and participating in this FREE seminar.
 
 
Topic:              Financial Planning 101:  Power of Attorney, Basic Financial Education
 
Location:         Frances Stuebe Community Center
                        22 S. Trine, Canal Winchester
                       
When:              Saturday, April 26, 2014 from 9:00am – 11:00am
 
Cost:                FREE, refreshments and children’s activities will be provided (ages 3 and up)
 
RSVP:             Please RSVP to Donna Warren at the Community Center at 614-837-8276.
 
For additional information on the presenters, see their websites:  York Law Firm, LLC at www.asyorklaw.com and Lynch Retirement Advisors, LLC at www.lynchretirementadvisors.com.
 
Disclosure: This seminar is not intended to create a client relationship between you and the presenters.  Instead, they will provide an overview of general principles that you can use in your situation.  If you need to discuss your particular situation in depth with Amy or Cindi, a separate appointment can be made.  Both of the presenters have businesses located in historical downtown Canal Winchester.


 

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