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NEWS UPDATE: Assist Michigan Residents in Preparing for their Financial Futures

by MICPA | Sep 19, 2016   ()

The MICPA, the Michigan Department of Insurance and Financial Services (DIFS) and others are partnering to bring Michigan residents free, non-commercial financial education programs throughout the month of October.

Securing Mi Financial Future helps residents learn practical tips about retirement planning, credit scores, managing debt, long-term care and more.

Your expertise is needed to provide one-on-one financial checkups, QuickChecks, for attendees at an upcoming Securing Mi Financial Future event! These events help Michiganders prepare for their futures – and there's nothing like the advice of an accounting professional.   

Volunteer Guidelines:

Financial professionals who wish to serve as QuickCheck volunteers need to be familiar with and comfortable discussing: 

  • Retirement Savings (general issues/guidelines, not client-specific advice)
  • Retirement Income Strategies  (coordinating various sources of guaranteed and investment income)
  • Social Security Benefit Strategies  (when to start and what to consider when deciding)
  • College Saving Strategies/Options
  • Managing College Loans and Other Debt-Related Issues
  • HSA/FSA (cost-saving benefits of/general overview)
  • Insurance: Life, Disability and Long Term Care (general overview)
  • Wills, Trusts, DPOA and Medical Proxy (general overview)

Get involved! Visit http://www.micpa.org/additional-content/securing-mi-financial-future-registration to sign up for an event coming to a location near you. 

Source: MICPA
Source: MICPA

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