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2014

Senior Citizens Urged to Learn More About Estate Planning and Retirement at "Money Matters" Investor Education Conference

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HARRISBURG, Pa., April 19, 2013 /PRNewswire-USNewswire/ -- In recognition of Governor Corbett declaring April as "Financial Education Month," the members of the Pennsylvania Banking and Securities Commission today urged senior citizens in the Pittsburgh area to take advantage of the "Money Matters" investor education conference on April 30 to learn more about how to plan for themselves and their families using trusted sources of information.

Two prominent Pittsburgh legal professionals, Bill Krzton of the Three Rivers Law Firm and William McKendree of the Pennsylvania State Health Insurance Assistance Program (APPRISE), will be leading a workshop on "Retirement and Estate Planning" during the "Money Matters" conference. The session is designed for senior citizens and their adult children on a variety of issues, including power of attorney, living wills and working with Medicare.

"Financial planning for senior citizens often involves evaluating complex financial products for oneself along with considering the needs of other family members," said Glenn E. Moyer, vice-chair of the Commission and Secretary of Banking and Securities. "I am pleased that two of Pittsburgh's most highly regarded experts on financial planning are contributing their knowledge, skills and experience to this year's 'Money Matters' conference to help seniors sort out these issues."

"Money Matters" will take place on April 30 at the Pittsburgh Marriott North in Cranberry Township. The conference runs from 6-9 p.m., is free and open to the public, but registration is required.

Information and registration is available by calling 1-800-PA-BANKS (800-722-2657) or online at www.dobs.state.pa.us.

Now in its tenth year, "Money Matters" is part of The Campaign for Wise and Safe Investing® Pennsylvania, a collaboration of the AARP Foundation, the Investor Protection Trust, the Pennsylvania Department of Banking and Securities and AARP Pennsylvania.

Media contact: Ed Novak, 717-783-4721

SOURCE Pennsylvania Department of Banking



RELATED LINKS
http://www.dobs.state.pa.us

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