David Disraeli, an Austin Financial Planner partners with Travis County
David Disraeli, a financial planner for 24 years is named the President of the Austin Chapter of the Society for Financial Awareness
Online PR News – 27-September-2010 – David Disraeli, president of the Austin Chapter of SOFA (Society for Financial Awareness) is partnering with Travis County to provide financial education to Travis County Employees. The first workshop was held September 23, 2010 and was based on David Disraeli’s Book “What to Do With Your Aging Parents”.
SOFA is a 501c3 non profit speakers bureau based in San Diego. Mr. Disraeli has been in financial planning for 24 years and in addition to being an author and educator, provides financial, estate and tax planning with an emphasis on Eldercare.
Society for Financial Awareness Names David Disraeli President of Austin Chapter
Austin, TX, October 02, 2010 –(PR.com)– SOFA’s mission is to eliminate financial illiteracy in America. The organization accomplishes this by going out into the community and giving free workshops to employees at large employers, members of civic organizations, churches, and employees at government agencies. SOFA’s workshops cover a wide variety of subjects including: dealing with your aging parents, fiscal fitness, how to achieve a quality retirement, identity theft and more.David Disraeli is a 24 year veteran of financial, and estate planning with an emphasis on dealing with the elderly. Mr. Disraeli received his certification as a financial planner in 1994 from the College for Financial Planning and has recently published a book entitled “What to Do With Your Aging Parents.” This book provides families of seniors a step by step roadmap to a smooth aging process. To schedule a workshop in the Austin area, contact David Disraeli at 512-535-2674 or david@sofaaustin.org. All seminars are free and do not include any type of product solicitation
David Disraeli, Author, Educator And Financial Adviser Releases New Book -What To Do With Your Aging Parents-
David Disraeli, the author was quoted as saying: “Many of life’s most important decisions are made in the waiting room instead of the living room”. Many adult children do not know what legal documents their parents have, where they are location or if they are up to date. In addition, many seniors fail to inform their children about current medical conditions, financial resources and other important factors. David Disraeli has created a book and workbook that will elicit all the pertinent data so the families can have frank discussions about their futures. A crises is the worst possible time to go hunting for legal documents or to make important decisions. The emotional consequences of having a relative with a serious medical condition creates stress, confusion and in some cases lasting strife. What to Do With Your Aging Parents attempts to put all the pieces together into and executable plan.