Is financial wellness your goal for 2014?

Have you ever asked yourself…

  • What are my financial goals for this year? For the next ten years?
  • What are the steps I need to take to achieve my financial goals?
  • When should I begin planning for retirement?  Am I too late? Too early?
  • How can I make sure my assets go to my family and favorite charity and not to taxes?
  • What are the first steps towards financial wellness?

Then… we would like to invite you to attend Financial Wellness for Women, a FREE community education series taking place at Aurora West Allis Medical Center in February and March.

See the flier for more information about how to sign up or go to AuroraLegacy.org to learn more.

Financial Wellness for Women

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About Steve Davis

Steve is Director of Planned Giving for Aurora Health Care Foundation. He brings over 25 years of experience and expertise to this role having served as an advisor for individuals, families and business owners. This includes providing financial, charitable and gift planning advice.
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