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Finance Friday: Financial Planning for Seniors (Free)

Date(s) - Fri. Apr 7, 2017
12:00 pm - 1:30 pm

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Malibu City Hall


Many seniors have never had a life planning team. Until now.

Find out how Real Estate, Wealth Management and the Building of a Personalized Team of professionals and experts can put you on the road to better living.

Our free Finance Friday presentation is designed to help seniors get the tools they need to live their very best lives. TLC and Company in combination with ALM Advisors, Inc. will provide an informative session for seniors and their families aimed at helping seniors to understand how to best protect themselves and their loved ones as they plan for the future.

Guest speakers Zane Widdes from TLC and Company and Jeffery Rollert from ALM will compare and contrast the methods they’ve used to build a senior life team. Zane will focus on hard assets such as real estate and Jeffery will highlight how to offset the real estate of a retired person. They will discuss a holistic approach to advanced real estate planning and income asset management, including ways to find elder-focused tradespeople and other professional services.

The can’t-miss program will conclude with a question and answer session, focusing on how to create a personalized team made up of CPAs, attorneys, wealth managers and real estate advisors.

We’re really excited about his presentation and hope you can attend.

For more information:


TLC and Company can be found online at

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