Adult / Business & Finance -
Spr/Sum 2020 (Apr-Aug)
Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, you should plan on attending this course to learn the basics of what Medicare is, how it works, how to avoid penalties and what you need to know to prepare yourself for this process. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and Advisory services offered through World Equity Group Inc., member of FINRA/SIPC.
This class will be held in person (with appropriate social distancing) or canceled depending on guidelines we receive from the State of Minnesota and the Department of Education. Decisions will be made and participants will be contacted by May 1.
Chuck Taylor specializes in family wealth planning. As an Accredited Wealth Management Advisor AWMA® Chuck has been helping his clients plan, accumulate and preserve wealth in preparation for the distribution phase of life. He believes an educated client can weather the ups and downs of the market better than an uneducated investor, and he strives to treat each client with dignity, confidentiality and respect. Chuck is the owner of Four Points Advisory LLC. Securities and Investment Advisory Services offered through World Equity Group Inc., member firm of FINRA/SIPC. Four Points Advisory LLC is also an A+ Accredited Member of the Minnesota Better Business Bureau.
"Knowledgeable, easy to listen to, and loved the bottled water" Betty-Spring 2019
"Very good presentation!" Greg & Denise-Spring 2019