Retirement University: Estate Planning, Long-Term Care and Legacy Planning

Program Type:

Program

Age Group:

Adults
Please note you are looking at an event that has already happened.
  • Registration is required for this event.
  • Registration is no longer available for this event.

Event Details

Are you thinking about retirement but find it a bit overwhelming? We invite you to attend the 3-part Retirement University programs presented by SOFA (The Society for Financial Awareness)!  

Wednesday, May 7th  at 6:30 pm: Social Security and Medicare
Wednesday, May 14th at 6:30 pm: Investments & Taxes
Wednesday, May 21st at 6:30 pm: Long Term Care, Estate Planning and Legacy Planning

Registration is requested for each session, please.

Tonight’s session is: Part 3 - Estate Planning, Long-Term Care, & Legacy Planning

  •  Estate planning misconceptions
  • Phases of Estate planning
  • Factors to consider when Estate planning
  • Estate and LTC eroding factors
  • Retirement U Recap

SOFA is a 501(c)(3) non-profit public benefit corporation whose mission is to provide financial education across America. https://www.sofausa.org/