How to Retire: An Attorney's Perspective

Enrichment Adult / Finance -

AE 2324 Summer

You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include:

Estate planning while working, during retirement and at the end of life
When to take your Social Security,
Key financial products and services available in the market (Medicaid complaint annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders)
What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)?
The final plans before the end – what can be too little too late?

Please bring your questions, this class is an interactive forum.

Steve Ledin

Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve practices extensively in the areas of estate planning and corporate transactional law. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession.

June 2024