An active and engaging class for individuals within 5 years of retirement or who have retired within the last 3 years. This class will focus on information needed in order to make important and lasting decisions for living your best financial life in retirement, including: How to make the right pension decision Different strategies for taking Social Security How to maximize retirement income Tax-free retirement income strategies Advanced Roth IRA strategies-even if you are already retired! 401k advantages and disadvantages in retirement Estate Planning documents to be updated in retirement How to keep your financial affairs private and avoid probate Basics of Revocable Living Trusts Dynasty Trusts-not just for the wealthy! Asset protection
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: Retirement, Tax and Estate Planning
Financial Aid Options
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