Death and Taxes – Community and Professional Education
Death and Taxes
Personal Finance
$49
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Early bird gets the discount! Save Money And Avoid The Late Fee! Exclusions apply! See all CPE Discounts

Community & Professional Education Open House | First Wednesday of each month at 5:30 PM

Students can expect to learn:

  1. Estate planning: wills, trusts, beneficiaries
  2. Taxation: income, estate, inheritance, strategies
  3. Long-term care: insurance, Medicaid, Medicare
  4. Social Security: claiming, spousal benefits
  5. Healthcare costs: retirement expenses, planning strategies
  6. Charitable giving: tax benefits, community contributions
  7. Funeral planning: pre-arrangements, final expenses
  8. Estate distribution: family discussions, fair solutions
  9. Legal documents: power of attorney, healthcare directives
  10. Probate and administration: simplify estate settlement
  11. Tax laws: stay updated on changes
  12. Financial tools: software, retirement planning assistance

Nicholas Yeomans

Nicholas Yeomans, Wealth Manager and Partner of Merit Financial Advisors, 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

Start/End: 10/06/2026 to 10/13/2026
Fee: $49
Delivery: Classroom
Location: KSU Center
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Financial Aid Options

$49
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