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Bellefontaine, OH

Free financial seminar offered at Bellefontaine High School (Audio included)

Ever have financial questions or wanted to know some of your financial options?

The Logan County Area Chamber of Commerce offered a free financial seminar at Bellefontaine High School Tuesday evening.

Katterhenry Investment Group Associate Financial Advisor Darrin Haubert saw a need to bring this event to Logan County. Haubert's wife teaches a financial literacy class at Bellefontaine High School. Haubert and his wife saw the need for education in financial planning, options with investments, and to get someone to and through retirement.

The event offered nine financial topics that were divided into two one-hour class sessions. Participants could choose two topic presentations to hear. The topics included retirement planning/401 (k) rollovers, long term care, legacy/funeral planning, identity theft, elder law, credit score info, college savings plans, budgeting, and Medicare/Affordable Healthcare Act.

Haubert's class covered retirement planning and 401 (k) rollovers. It gave a general overview of different classifications of retirement accounts and options in 401 (k) rollovers and investments.

Haubert comments about his class.

AlerStallings Partner Greg Aler taught a class (pictured above) on asset protection in regards to elder law. The name of the program was Asset Protection Planning: Keeping the Big Bad Wolves from Blowing Your House Down. The wolves in this case are probate, taxes, and long-term care.

Aler speaks about his class.

Wells Fargo Fi-Net-Katterhenry Associate Financial Advisor Investment Group, AlerStallings, Green Hills Community, Eichholtz, Daring, & Sanford Funeral Homes, Citizens Federal Savings & Loan Association, Liberty National Bank, Edward Jones, Huntington Bank, and Galvez Insurance all offered a class at the financial seminar.

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