Armstrong Alumni Association
Tips for Managing Your Resources After Retirement
(August 6, 2013) What is the difference between a daily money manager and financial planner? What are the essential documents you should always have on hand in case of a medical emergency? What can you do if there is a hurricane evacuation and your family is not able to get you out of Savannah?
Armstrong BBA graduate Linda Friedman '73 shed light on these and other topics during our first Finance Friday seminar on August 2, 2013. During her hour-long presentation, Friedman volunteered her insights as a fiduciary services professional--which has included acting as a trustee, conservator, guardian and daily money manager for many senior clients. She shared several handouts with the alumni who attended the seminar and agreed to let us post these handouts online for alumni who could not attend.
You may download her helpful handouts* here:
- Important Documents
- The Five Essential Documents
- Tips for Seniors Needing Assistance
- Top 10 Questions to Ask When Hiring a Daily Money Manager
If you would like more information about these topics, you may contact Linda Friedman via her web site, Elder Fiduciary Services.
If you are an Armstrong graduate and would like to volunteer to share your expertise with other alumni or students, please contact the Alumni Office at 912-344-2586 or email@example.com.