Students can expect to learn:
- Estate planning: wills, trusts, beneficiaries
- Taxation: income, estate, inheritance, strategies
- Long-term care: insurance, Medicaid, Medicare
- Social Security: claiming, spousal benefits
- Healthcare costs: retirement expenses, planning strategies
- Charitable giving: tax benefits, community contributions
- Funeral planning: pre-arrangements, final expenses
- Estate distribution: family discussions, fair solutions
- Legal documents: power of attorney, healthcare directives
- Probate and administration: simplify estate settlement
- Tax laws: stay updated on changes
- Financial tools: software, retirement planning assistance
Nicholas Yeomans
Nicholas Yeomans, President and Chief Compliance Officer (CCO) of Yeomans Consulting Group, Inc., brings over 20 years of experience to his role. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and fiduciary, Nic specializes in tax planning, estate planning, and retirement income strategies, providing clients with education and understanding so they can make important financial decisions for a successful retirement.
With a planning background and a dedication to serving clients, Nic graduated from Lee University and earned his Certificate in Financial Planning from Emory University. He’s married to his college sweetheart, Suzette, and they have three daughters and three dogs. Active members of North Metro Church in Marietta, they enjoy traveling and trying new restaurants. Nic’s background as a competitive athlete instilled discipline and respect, values he brings to both his personal and professional life.
#1: Death and Taxes
Financial Aid Options
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