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Dine and Dial Financial Educational Call for Survivors

Thursday, January 15, 2015   (0 Comments)
Posted by: Shelley Cook
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Dine and Dial Financial Educational Call for Survivors

 

Financial “Dine and Dial” (1-626-677-3000 access code 7681905#);

January 21th 7:00 PM Central

 

Facilitated by Mark Dunlop, CFP,

Survivor Outreach Financial Counselor,

Fort Leonard Wood: 573-596-0153;

mark.j.dunlop2.civ@us.army.mil  

 

Who:

Military Survivors and friends are invited to dial into the next quarterly

Financial “Dine and Dial” call. The call is called “Taxes, Scholarships, and Financial Strategies.” The call will be on two  topics which are  “Tax Preparation for the Past and Tax Planning for Future.” and  “Budgeting for College :The Scholarship Process- How to apply for Scholarships and the Processes involved.”

 

What:

This quarterly 75 minute call in program will provide a forum for Military Survivors and friends to ask questions on education tools to better understand investing, estate planning considerations, tax issues and budgeting concerns in creating financial success.

 

Where:

The Call number is (1-626-677-3000 access code 7681905#); the call originates from Ft. Leonard Wood Survivor Outreach Services.

 

When: 

January 21 7:00 PM Central

 

Why: Many Survivors have asked for assisting in navigation education resources including how to better grasp potential projected cash flow.

 

Note: some of the specifics will be based on Missouri issues as this conference call originates from Missouri but the concepts are non state specific. Survivors and friends are invited to join in on this educational presentation.


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