The University of St. Thomas

Center for Senior Citizens' Education

Request for Consulting Services

Please fill out the form below and select the area(s) that you would like to meet with a consultant to discuss.  Use the Questions field to ask any specific questions of the consultant.

First Name:
Last Name:
Phone Number:
E-mail Address
Age:
Street Address:
City:
State:
Zip Code:

 

Areas of Interest/Need:
Please select the box indicating the general area(s) of consultation needed and then briefly state your specific question or area of concern in the space below.
LEGAL (estate planning, wills, trusts, power of attorney, living wills, gift and estate taxes, guardianships and conservatorships, etc.)
FINANCIAL PLANNING (general review of present situation, income needs and sources of retirement income, investment analysis, types of annuities, stocks, bonds and options, lump sum pensions, 401(k) plans, tax implications of filing estimated income taxes or sale of home, etc.)
INSURANCE (life, health Medicare supplement, long-term care, etc.)
SOCIAL SERVICES (nutrition, family and marriage counseling, nursing care and home services, social security, etc.)
REAL ESTATE (repair, sale, rental, etc.)
BANKING (CD's, IRA's, loans, etc.)
ACCOUNTING AND TAX INFORMATION
OTHER

 

For each of the areas checked above, please briefly state your question or specific concern: