3 Results

  • Elder Law Series: Wills, Trusts and Other Estate Planning Tools

    Many people die without preparing important estate planning documents. Without them, you may give up control of the disposition of assets you spent a lifetime acquiring. We'll discuss the importance of having a will or trust, the different ways property is transferred when someone dies, and the importance of planning for disability.
  • Elder Law: Legal Issues, Disability and Aging: Protecting Financial and Health Care Powers NEW!

    Are you caring for an aging or disabled family member or friend, and concerned about how to provide help with financial and health needs during late-stage disability or dementia? This class will explain formal and informal tools to help manage assets and provide assistance with health care decisions. Powers of Attorney and Health Care Directives, Trusts, banking and other financial arrangements. 
  • Maximizing Your Social Security Retirement Benefits - Spring

    Meet John Comer John is a Certified Financial Planner™ practitioner and has been in banking and financial services industry for more than 20 years. He has a financial planning practice with McNellis & Asato, Raymond James, a broker/dealer and registered investment advisor. He has taught financial and retirement planning for Certified Financial Planner™ candidates for many years. Financial Planning, as John practices, takes a broad look at your financial situation to assess how your work in one personal finance area impacts each of the other areas of your finances.Maximizing Your Social Security Retirement Benefits Deciding when to collect Social Security benefits will be one of the most important financial decisions you make, with lifetime consequences. It is essential to understand all your options and make a prudent decision. Because Social Security is a complex program, many individuals miss out on thousands of dollars in benefits. Do not rely on the Social Security Administration to give you personalized guidance on your situation. Each person’s situation is unique. Let us help you start your journey.