Meet the Expert: Financial Planning - NR

Drop-in program

Bring your financial planning questions to this drop-in program, where a financial advisor will be available for one-on-one meetings to provide personalized answers and guidance.

A representative of The Dala Group will be available to discuss a range of topics to help you manage your wealth effectively and plan for the future. Here’s a look at the areas they can cover:

• Cash Flow Management: Explore strategies to optimize your income and expenses to maintain financial stability and work towards your goals.
• Tax Planning: Get advice on managing your tax situation through deductions, credits, and strategies to potentially reduce your tax liability.
• Social Security: Understand how to make the most of your Social Security benefits, including when to start claiming and how it fits into your overall retirement strategy.
• Retirement Planning: Discuss how to plan for a secure retirement, including setting savings goals and understanding different retirement account options.
• Estate Planning: Understand the basics of estate planning, such as creating or updating wills and trusts, to ensure your assets are distributed according to your wishes.
• Insurance Needs: Review your insurance coverage to assess whether your current policies provide adequate protection for you and your family.
• Financial Planning: Learn how to align your financial decisions with your long-term goals and the legacy you wish to leave for your loved ones. We’ll focus on understanding your personal story, current situation, and future aspirations.

AAPLD embraces inclusivity in its programs and services. To request accommodations, please email [info@aapld.org] or call (847) 458-6060 x143 at least 7 days in advance.
 

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