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SkillSwap: Invested in Your Future: Financial Well-Being for Small Business Owners, Artists, and Entrepreneurs
York College Center for Community Engagement
York, PA
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SkillSwap: Invested in Your Future: Financial Well-Being for Small Business Owners, Artists, and Entrepreneurs
SkillSwap is a barter-based education series featuring workshops on a variety of topics. There is no monetary registration fee; instead, each instructor suggests items or services they will accept in exchange for class participation.

Our volunteer instructors prepare based on how many people sign up, so PLEASE ONLY SIGN UP IF YOU WILL ACTUALLY ATTEND.

Class Description

Attendees will learn about:

types of retirement plans and tax benefits  

the importance of wills and estate planning documents such as durable powers of attorney

social security basics

Suggested swap items for this class

    * New or used art supplies or tools

    * Vintage sewing supplies

    * Vintage maps

    * Vintage cocktail barware or neat glass

About the Instructor

Holly Mayer, CFP, is First Vice President - Wealth Management for Mayer Wealth Advisory of Janney Montgomery Scott, LLC. She thoroughly enjoys partnering with and guiding clients through what may seem like a maze of financial information and options. It is often said that when it comes to a work of art, the interpretation and appreciation of it is highly personal.  Likewise, for each individual, life choices and circumstances are also unique and personal especially for small business owners and entrepreneurs.

Holly, a graduate of Pennsylvania State University and Certified Financial Advisor, has been successfully practicing financial and investment planning services since 1998. Helping clients increase their financial savvy, set goals that really matter to them, and feel the satisfaction of implementing a financial plan. She equally serves the community through her work as Investment Chair of  York County Community Foundation, York Symphony Orchestra, and Pappus House.

Location

York College Center for Community Engagement (View)
59 E Market St
York, PA 17401
United States


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