Financial Planning Assistance for Seniors.pptx

Jewish Family Services offers expert financial planning assistance for older adults, providing support with budgeting, managing expenses, and understanding retirement benefits. Our goal is to ensure financial stability and peace of mind for seniors through personalized and comprehensive solutions.

1. Financial Planning Assistance for Seniors

2. ong -Term Security: Ensuring that seniors have a secure financial future . Tailored Guidance: Specialized support catered to the unique needs of Jewish family services older adults . Managing Medical Costs: Assistance with budgeting for healthcare and long-term care . Estate Planning: Help with wills, trusts, and other estate planning tools. Why Financial Planning is Crucial

3. Budgeting Assistance: Help with managing day-to-day expenses. Investment Guidance : Advising on safe investment strategies for seniors . Debt Management: Assistance with paying off debts and managing credit . Benefits Assistance: Help with applying for and maximizing government benefits. Services Offered by Jewish Family Services

4. Eligibility Requirements: Understanding who qualifies for these services . Getting Started: How Jewish family services older adults can begin the financial planning process . Ongoing Support: Continued assistance and check-ins to ensure financial stability . Community Resources: Connecting with other community services that support Jewish family services older adults . Accessing Financial Planning Services

5. JFS Silicon Valley [phone] [email protected] Los Gatos, CA 95032, United States https://jfssv.org CONTACT US

6. THANK YOU