FREE! I Need a Trust!
Join us for this complimentary course presented by Raymond N. Beebe, Esq., CPA, a member of the National Academy of Elder Law Attorneys.
There is an increased interest in the use of trusts in estate planning. This seminar will discuss various types of trusts, their uses, and benefits. At this seminar, there will also be a discussion of long-term care options, how to avoid death tax traps that can affect the whole family, Wills, durable powers of attorney, and health care declarations.
PDEV-124 (2 hours)
Cost: Free (registration is required to reserve a seat in this workshop)
Section CW01: Cape May County Campus Tuesday, October 7, 2-4 p.m.
Section MW01: Mays Landing Campus Wednesday, October 8, 2-4 p.m.
Retirement Planning Today
With financial independence, retirement can be the most fulfilling time of life. This class covers essential money management concepts and issues that are critical to people at or near retirement. Topics include reducing pressures on retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations, how to make the right health care decisions, and options on how to transfer assets to other generations of family. An optional financial planning consultation is provided after the class. A “hear it, see it, read it, write it” teaching method makes it easy for students to understand and remember the practical information. The fee includes one workbook per paid registration.
CFIN-106 (6 hours)
Fee: $59 (Couples may attend together for this fee. Your guest will need to be registered to reserve a seat in the class. Please call (609) 343-5655 to complete registration).
Section CW01: Cape May County Campus
Tuesdays, September 9 and 16, 6-9 p.m.
