Lunch & Learn event empowers seniors with new ways to employ financial assets
Last updated 10/5/2023 at 7:51pm
FALLBROOK –Silvergate Fallbrook hosted a highly informative and engaging "Financial Planning Lunch & Learn" on Tuesday, Sept. 19, featuring a local certified financial analyst, Brad Tedrick, and the owner of the retirement community, Greg Petree, whose community has been serving seniors in Fallbrook for nearly 35 years.
The event offered a lively discussion and sound advice for seniors wondering about how to best use their retirement funds to take advantage of a vibrant retirement community lifestyle. The program highlighted the importance of key investment strategies when planning f...