Basics of Estate Planning 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

Flex Delivery Method

For your safety and convenience, we now offer our professional certificate courses in this new format.

Flex:

Do you prefer to learn in our classroom or the comfort of your home? With our new Flex course format, you decide what works best for you. Our courses are taught live at a specific day and time in our clean, socially-distanced classroom and are simultaneously broadcast to our virtual classroom. With this flexible format, you choose one option when you register: to join the instructor in the physical classroom or join the class meeting remotely. Either way, you get the same quality instruction from an industry professional in a live meeting with other learners.