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CRITICAL TOPICS IN ESTATE PLANNING #ESTATE
Rocco Bombardieri
Estate planning is about how you can control what you have during and after your life. In this course we will explain the various elements that go into estate planning. Using simple-to-understand language and examples, you will learn about wills, probate, taxes, powers-of-attorney, health-care proxies, living wills, and trusts. Learn how your retirement assets can become a burden for your heirs. See the common mistakes that people make which cost them or their families unnecessary hardship and sometimes major financial losses. It is not unusual for people to expose themselves to thousands and even hundreds of thousands of dollars of needless taxes and expenses. And most importantly learn what you need to know to work successfully with your legal and financial professionals to ensure that you keep the control which is rightfully yours and pay no unnecessary taxes. Rocco Bombardieri, Ph.D., is a financial advisor with Ameriprise Financial Services. He provides comprehensive financial advisory services including portfolio management and education and retirement planning. Limit 14.
Monday, January 30
6:30-9:00 p.m.
one session
JH Room 401
$24