Simsbury banker serving on blue-ribbon panel during Financial Literacy Forum on May 6

Stephen Vaughan, Vice President and Commercial Relationship Manager at Simsbury Bank, 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 of Financial Service 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.

At Simsbury Bank, Vaughan works directly with business owners and managers to help them achieve their goals. He has more than 28 years of commercial lending and financial consulting experience, serving as a banking officer at two other institutions as well as managing his own real estate mortgage company. He also an ordained pastor.

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.