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Basics of Estate Planning for Retirement Online Live

ID : 41764   
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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.

Class Details

1 Session(s)

NA - Online

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
10/16/2023 Mon 09:30 AM - 12:30 PM N/A - Online Nic Yeomans  Online