Retirement, Tax and Estate Planning
Personal Finance
$59
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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

An active and engaging class for individuals within 5 years of Retirement or who have recently retired. 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

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: Retirement, Tax and Estate Planning

Start/End: 09/02/2026 to 09/16/2026
Fee: $59
Delivery: Classroom
Location: KSU Center
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Financial Aid Options

$59
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