AVL 55+ Financial Fitness
1. Purpose: a Group that meets regularly to discuss the financial challenges of the 55+
2. Sponsored by the non-profit Oahu Adventures Foundation, Inc.
3. Home page: https://oafound.org/avl-55-plus-home-page
4. Method: In a casual setting (library, conference room, etc.) a presenter will provide information about a single challenge and potential solutions.
5. Topics are current and chosen by members and will be covered in 45 minutes or less.
6. David Smith, Ph.D., CFP®, adjunct professor of finance at Western Carolina University, will moderate the discussions.
7. Presentation rules:
a. No specific products or services can be discussed, only the challenge and solution in a generic form
b. No soliciting for business is allowed, including no requirement for attendees to provide contact information
c. Materials used must be educational, and generic if possible, but if the material is branded, they must not be advertising or sales literature.
8. No cost to attendees.