Retirement University -- Estate Planning, Long-Term Care, & Legacy Planning

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Program Type:

Presentation

Age Group:

Adult, Everyone

Program Description

Event Details

This is the third and final Session of the three session Retirement University, a presentation of SOFA (the Society for Financial Awareness):  Estate Planning, Long-Term Care, & Legacy Planning

Topics covered will be
- Estate planning misconceptions
- Phases of Estate planning
- Factors to consider when Estate planning
- Estate and LTC eroding factors
- Retirement U Recap