How should you organize your financial and legal needs to have the best future possible? This presentation will cover how to allocate funds for living expenses, debts and financial obligations, retirement planning, tax planning, estate planning, life insurance, gifting, and beneficiaries. It will also discuss what documents you will need for such things as wills, trusts, powers of attorney, and more.
What you do now can help you and your family members immeasurably in the future.
This Cuerny Life Senior Seminar will be presented by Carter Rowles and Helen Edwards.
Carter Rowles, with 30+ years as a financial professional, will guide us toward solid financial planning. Helen Edwards, an attorney who handles estate plans, trusts and probate cases, will address how to plan for your family.