New London business owner serving on blue-ribbon panel during Financial Literacy Forum on May 6

New London business owner Mark Lee is serving on a blue-ribbon panel of financial experts during "Achieving Financial Security: A Community Forum" on Saturday, May 6 from 8 am to 2:30 pm.
The event is being organized by the Connecticut Chapter of the Society Professionals (SFSP) and The First Cathedral, 1151 Blue Hills Avenue in Bloomfield. The Forum will begin with a general session that is especially relevant for people age 50 and up, followed by breakout sessions for various age groups from age 18 and up.
Admission is free and open to the public. Dress is casual. The facility is handicapped-accessible.

As the owner of Mark Lee & Associates, Lee has served hundreds of Connecticut families over the last decade, primarily helping seniors and those nearing retirement to be better prepared. Certified in long term care, Lee serves on the Medicare advisory board with ConnectiCare.

Topics to be covered during the Forum include preparing for retirement; getting income in retirement; signing up for Social Security; using Medicare benefits; helping elderly parents; making sure that your family will be okay if you need care or pass away; organizing your estate to efficiently pass to heirs; and much more. Advance registration is recommended by calling Thresa Collins at 860.243.6520 x 190, emailing
tcollins@firstcathedral.org or visiting www.societyoffsp.org/afs.

The Society of Financial Service Professionals (SFSP) is a nationwide not-for-profit association based in Newtown Square, Pennsylvania. SFSP has 120 members across Connecticut.