Thirteen of the Most Common Estate Planning Mistakes and How to Avoid Them
Personal Finance
$39
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Community & Professional Education Open House | First Wednesday of each month at 5:30 PM

Retirement should be about freedom, family, and peace of mind, not worrying about paperwork or leaving behind a financial mess. Yet too many retirees unknowingly make avoidable mistakes in their estate planning, mistakes that can cause unnecessary stress, cost, and conflict for loved ones. This engaging and practical class will walk you through 13 of the most common estate planning mistakes and show you how to avoid them. Instead of complicated legal jargon, you’ll hear clear explanations, real-life examples, and easy-to-understand strategies that can help protect your family, your assets, and your legacy.

Nicholas Yeomans

Nicholas Yeomans, President and Chief Compliance Officer (CCO) of Yeomans Consulting Group, Inc., 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.

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$39
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