Students will learn how to make important key decisions on their Estates for Retirement.
- 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.
Login/Create account
checkout
view cart (
0
)
