Learn about financial wellness at WLACC
Many older adults are not as financially healthy as they could be and believe it's too late to improve on matters. That isn't necessarily true. Matthew Carver, an investment advisor representative with Primerica Advisors will give hope to those who have none in this area at a presentation he will make at the West Linn Adult Community Center April 1 at 1 p.m.
After witnessing a family member be financially damaged after receiving some bad advice, Carver became interested in personal finance planning and strategy with the hope of saving others from the same fate. He will present practical and educational financial information about how to increase your family's wealth for generations to come, simple concepts that have a big impact, the importance of a strategy, and real-life examples of success and failures. Attendees will also gain an understanding of how to maximize social security, the importance of diversification and the three things we must all protect our money against.
By educating yourself and being aware of your options you can protect or even increase your wealth after retirement. It is important to have a long-term plan that encompasses all areas of your individual situation. It should include things like risk tolerance, all income sources, regular and discretionary budget needs, taxes, Medicare strategy, health care, goals, plans, as well as a plan for emergencies. A trusted financial advisor can help you navigate these financial waters. Carver believes that a client's needs for investment advice is best served from an independent and objective viewpoint. He is a fiduciary, which means his first loyalty is to the client and their personal best interest. Carver has a passion for helping people and can meet privately after the class if anyone has questions.
Matt Carver and his wife have two young children and live in West Linn. They moved here from Colorado to be near family and are enjoying the tranquil beauty of the area as well as less traffic and the peaceful small town feel. Matt appreciates the rain as it means he isn't shoveling snow! He loves being with his family, watching Damian Lillard play basketball, watching the UFC and going to the gym. He is a regular at Willamette Coffee House, so if you happen to see him say hello.
If you would like to learn ways to improve your financial health, please come to the West Linn Adult Community Center on Wednesday, April 1 at 1 p.m. We appreciate Matt sharing his knowledge with us.
The lunch menu this week features teriyaki chicken, steamed rice, broccoli and coconut pudding Friday, March 13; corned beef, cabbage and colcannon with key lime pie Monday, March 16 and chicken noodle soup, turkey sandwiches and bread pudding Wednesday, March 18. Cost is $5 per person.
Contact the WLACC at 503-557-4704, or stop by at 1180 Rosemont Road, West Linn 97068.
Keli Stevens is a volunteer with the West Linn Adult Community Center.
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