What we’re about
AVL 55+ Financial Fitness
Purpose: a Group that meets regularly to discuss the financial challenges of the 55+. Sponsored by the non-profit Oahu Adventures Foundation, Inc. See the home page: https://oafound.org/avl-55-plus-home-page
Method: In a casual setting (library, conference room, etc.) a presenter will provide information about a single challenge and potential solutions.
Topics are current and chosen by members and will be covered in 45 minutes or less. See the Home page for an article on previous topics. These can be repeated.
David Smith, Ph.D., CFP®, adjunct professor of finance at Western Carolina University, will moderate the discussions.
No specific products or services are discussed, only the challenge and solution in a generic form. No selling allowed.