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Financial QuickChecks for Michigan Residents

by MICPA | Mar 21, 2016   ()

MICPA members volunteered their time and expertise to provide individual financial counseling sessions for community members at the Securing Mi Financial Future event at the Federal Reserve Bank of Chicago-Detroit Branch in midtown.

The free event – which is a continuation of the Reinventing Mi Retirement initiative developed by Governor Rick Snyder last year – included informative and interactive presentations for attendees age 50 and younger. MICPA volunteers were on site to offer individual “Financial QuickChecks,” providing a five-point “checkup” covering family and income protection, estate planning, long-term care, pre- or post-retirement planning and Social Security benefits optimization.

“Planning for the future is the most important thing you can do for yourself,” said MICPA member and event volunteer, George Salloum, CPA. “It’s never too late or too early to start.”

Attendees also enjoyed educational presentations and panel discussions on issues including credit, debt, budgeting and homeownership. The event also included a seven-station simulation activity that offered participants a snapshot of anticipated future costs related to lifestyle choices.

Source: MICPA
Source: MICPA

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