LOCAL FINANCIAL EDUCATOR TO HOST WORKSHOP 'SPECIAL MONEY STRATEGIES FOR THOSE AGE 55+'

WHAT: Val Baumann, a local financial educator, will host a workshop to provide strategies and tips for those age 55 and over. Topics include best strategies for investing retirement assets, best strategy for taking Social Security benefits, reverse mortgages and Roth IRA conversions and managing a 401(k) or 403(b) plan.

WHEN: Monday, June 27, 2011 from 9:30 am – 12:00 pm

WHERE:  Plymouth Chamber of Commerce, 134 Court St., Plymouth, MA 02360

HOW:  Registration is required for this workshop. Register online: www.valbaumann.com

COST:  $45/person, $80/pair, *Discounts are available online

BACKGROUND  INFORMATION: Warm, energetic and extremely passionate about financial education, Baumann started consulting for small businesses, nonprofits, groups and individuals in October 2010.

Since then, Baumann has grown her business to offer workshops and online resources for local residents looking for pure, unbiased  financial advice. 

A former lawyer, educator and coach, Baumann has over 25 years of financial experience.

With no products to promote or investments to be made, Baumann is one of few financial educators whose mission is solely to educate and empower people to be more savvy with their money.

Baumann offers free advice on her blog, ‘Your Life. Your Money.” on www.valbaumann.com and on

For more information, please contact Jenny Spurling, Simply Be Creative LLC, at 774-238-9795 or jenny@simplybecreative.com.