Do you want an orderly transition when you “check out” or do you want total chaos? Who should attend this class and learn how to avoid the most common mistakes made by retirees? Everyone!
Don’t accidentally disinherit your children or cause major tax problems for your heirs. This is a fun class taught by a certified Estate Planner and Certified Financial Planner with more than 20 years experience. Concepts perceived as complex are explained in terms everyone can understand and apply to their own situation.