UpBEAT Food for Thought Program: Understanding and Organizing Your Vital Documents
September 24 @ 10:00 am - 11:00 amFree
UpBEAT Food for Thought Program provides free health education workshops and presentations for adults ages 55 and older. The Food for Thought Program continues to meet virtually.
This program will help individuals understand and organize their important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written. Join us virtually, by computer or phone on Thursday, September 24 at 10-11 a.m. for a presentation with Jerry Snyder.
Jerry Snyder graduated from Ohio University with a B.S. degree in communications and a Minor in Business Administration. He later earned his MBA with emphasis in personal finance from Xavier University. Over the course of his career, Jerry has attained his Certified Financial Planning (CFP®) credentials and maintains active membership in the Financial Planning Association (FPA).
Jerry is a member of the Ohio State University Presidents Club. His civic activities include being a past trustee of the North-West Civic Association, Kiwanis and Big Brother/Big Sister and a trustee on the Upper Arlington Commission on Aging.
Jerry is the founder of Retirement Strategies, Ltd. and secretary of Central Ohio Professional Education Council (COPEC).
To learn how you can join us virtually (by computer or phone), please call Caitlin Bond, UpBEAT Program Coordinator at (740) 566.4680.
UpBEAT (Be Educated and Active Together) is a program for those 55 years and older. Membership is free. To join UpBEAT and receive our monthly newsletter, or for program information, call Caitlin Bond, UpBEAT Program Coordinator, at (740) 566.4680.