| Wed, Nov 7 - Nov 14 |
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Drafting Your Own Will
Developing a will is an important step in providing for the ones you love and for you to "Finish Well". During the first class you will learn various techniques of property distribution, protection of the state and beneficiaries, explore basic will concepts and assess your need for a simple will you also receive individualized personal attention, sample forms and language for use in drafting your own will. During the second class, Jim will cover safekeeping techniques and circumstances that may require a review or revision of your will. In addition, you will be able to sign your own will second class. -
Financial Power of Attorney & the Health Care Directive
Plan now for the unexpected with these two important legal documents! You'll learn about the use and benefits of both. Jim will discuss an agent's responsibilities, and factors in selecting your agents. You will leave the class with forms and the information to aid you in preparing them. -
Financial Power of Attorney & the Health Care Directive
Plan now for the unexpected with these two important legal documents! You'll learn about the use and benefits of both. Jim will discuss an agent's responsibilities, and factors in selecting your agents. You will leave the class with forms and the information to aid you in preparing them. -
Five Keys to Retiring Fearlessly
After working hard each week to get to TGIF, retirement may be in sight. Discover five keys to unlocking a retirement that's free from worry, where you can have full confidence in your ability to achieve your goals.No products will be sold at this event. 27878-8FB N4-18 -
So You are the Executor or Trustee, Now What?
Executor, Trustee, Power Of Attorney, Guardian; what are the responsibilities and liabilities of those were granted these legal titles? This class is invaluable for those trying to decide whom to appoint, as well as for those who have been asked to serve in one of these legal positions. -
Social Security: Timing is Everything!
As you approach retirement, now is the time to determine how you'll support yourself. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources.No products will be sold at this event. 27878-8FB N4-18 -
The New Reality of Retirement
Many of the common strategies for retirement utilized by your parents have become outdated and may no longer apply to those looking to retire today.You will learn how to: Determine if you have enough money for retirement. Maximize retirement cash flow with the various types of accounts. Avoid the pitfalls of planning your distributions in retirement. Assess the benefits of Roth conversions. Determine if your retirement assets are in fact, diversified. Protect your assets against market loss during retirement. Guard your assets in an environment with rising taxes •Maximize Social Security strategies. Reduce inefficiencies, expenses, and delays with your estate A 175-page workbook included in enrollment fee.
