Financial and Budget Checkup for Retirees


Tuesday, Nov 21, 2023
From 10:00 a.m. to 11:00 a.m. CST

AARP IL Facebook and YouTube, Links TBA
Online Event

Contact: AARP Events



Are you retired?  Take a time for a financial checkup to simplify your finances while planning for your future.

About the Event

We’ll cover these important questions to help you make informed decisions about claiming your benefits: 

  • Are you working?  
  • Are you eligible for benefits from a spouse or ex-spouse?  
  • Are you a widow/widower?  
  • Do you need healthcare coverage?  
  • Could you qualify for Supplemental Security Income (SSI)?   

Guest speaker, Karen Chan, is “strictly education” who has been educating the public about financial topics for over twenty five years. Karen has a master’s degree in Consumption Economics. She also holds the Certified Financial Planner™ designation, but she teaches rather than working with individual clients. Her goals are to make even complicated financial subjects easy to understand, and to help people make wiser decisions with their money. 

 



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