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Community and Professional EducationCommunity and Professional Education
  • Courses
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  • 50+ OLLI Program

    • Home
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    • 50+ OLLI Program
    • Basics of Estate Planning for Retirement
    Basics of Estate Planning for Retirement
    Personal Finance
    $49
    More Info & Contact Enroll Now
    • Share:
    • Overview
    • Offerings & Schedules
    • Instructor
    • Financial Aid

    Back to the basics as your instructor covers the following: 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

    Nicholas Yeomans

    Nic Yeomans is the President and Chief Compliance Officer at Yeomans Consulting Group, Inc. In his 16th year of practice, Nic is a Certified Financial Planner where he primarily focuses on advanced tax and estate planning for business owners, medical professionals, and retirees. Nic has a passion to educate his clients and peers, often teaching classes and hosting Q&A sessions.

    Nic graduated from Lee University and continued his education at Emory University where he graduated from The Learning Institute for Financial Executives and received his Certificate in Financial Planning. He is also a member of the International Association of Registered Financial Consultants.

    Outside of work, Nic has been married to his college sweetheart Suzette for 15 years; together they have 3 daughters and 2 dogs. They are active members at North Metro Church in Marietta, and in their free time, they enjoy traveling and discovering new restaurants. A few times a month you will find Nic on the golf course or hosting a guy’s night to watch UFC fights.

    #1: Basics of Estate Planning for Retirement


    Start/End: 02/09/2023 to 02/09/2023
    Fee: $49
    Delivery: Classroom
    Location: KSU Center
    Class ID 40742
    Start Date February 09, 2023
    End Date February 09, 2023
    Delivery Classroom
    Location KSU Center
    Sessions 1
    Weeks 1
    Total Hours 2.5
    CEUs 0.0

    Classes Schedule:

    SessionDateTimeLocationDeliveryInstructor
    01 Thursday, 02/09/2023 09:30 AM - 12:00 PM KSU Center ClassRoom Nicholas Yeomans
    ENROLL IN THIS OFFERING

    #2: Basics of Estate Planning for Retirement


    Start/End: 05/15/2023 to 05/15/2023
    Fee: $49
    Delivery: Classroom
    Location: KSU Center
    Class ID 40810
    Start Date May 15, 2023
    End Date May 15, 2023
    Delivery Classroom
    Location KSU Center
    Sessions 1
    Weeks 1
    Total Hours 2.5
    CEUs 0.0

    Classes Schedule:

    SessionDateTimeLocationDeliveryInstructor
    01 Monday, 05/15/2023 09:30 AM - 12:00 PM KSU Center ClassRoom Nicholas Yeomans
    ENROLL IN THIS OFFERING

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    More Info / Contact Us

    If you would like to receive more information about this program or speak with the program lead, submit your information below:

    • Overview
    • More Details
    • Offerings & Schedules
    • Instructor
    • Financial Aid
    $49
    More Info & Contact Enroll Now
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