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Basics of Estate Planning for Retirement Online Live

ID : 39864   
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•The 3 documents everyone MUST HAVE in retirement
•The USELESS WILL-it’s a good thing!
•Basics of a Revocable Living Trust
•How to avoid DEATH Probate and LIVING Probate
•How to BLOW UP 401K’s and IRA’s with unnecessary TAXATION
•How to accidentally disinherit children and grandchildren
•2nd marriage solutions in Estate Planning
•What to do if you have a Retirement Account and a Revocable Living Trust
•Beneficiary Form mistakes to avoid-Retirement Accounts, Life Insurance, Annuities

Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.

Class Details

1 Sessions

NA - Online

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
9/29/2022 Thu 09:30 AM - 12:00 PM N/A - Online Nic Yeomans  Online