Saturday, February 25, 2012 IU Continuing Studies Class
I just wrapped up teaching a 3-part IU Continuing Studies Class on estate and financial planning. Tony Stonger, a loca financial advisor, was a co-instructor with me. We had a group of about 30 students and it was a great opportunity to help educate people about the importance of proper plannig. The attendees were a great group of people and were very engaged in the class. There were many positive comments about the value of this class and it will help them as they begin the serious work of planning their affairs. It is likely that Tony and I will teach this same class again in the fall of 2012. If you are interested in attending feel free to contact me or check out the IU continuing studies courses for this fall.
Thursday, September 15, 2011 IU Continuing Studies Class
I will be teaching a class, along with local financial advisor, Tony Stonger, on financial and estate planning. This course is being offered through the Indiana University Continuing Studies program and it will meet for three (3) consecutive Saturdays beginning October 1, 2011. The dates are October 1, 2011, October 8, 2011 and October 15, 2011. The class will meet from 9 a.m. to noon each of those Saturdays. Tony and I will cover various financial and estate planning topics including critical steps in preparing for retirement, including the key features of bonds, stocks, mutual funds, and asset allocation, and how to reduce taxes on your investments. We will discuss the use of insurance in helping protect against unexpected life events. I will be addressing various estate planning issues including the top 10 mistakes people make in estate planning, and how to avoid them; the truth about probate; how to reduce the death taxes your family will pay; long-term care estate planning; and how to protect your beneficiaries' inheritance. We have taught this class a few times before and it has always been enjoyable and the particpants came away with a much better understanding of the plannig they needed to undertake for themselves. For more information and to enroll please click on the following link:
https://webdb.iu.edu/Continue/Secure/catalog.asp?dept=Personal%20Finance Friday, October 01, 2010 Indiana Continuing Studies Course
I am currently teaching an adult continuing studies course through Indiana University. I am co-teaching it with a local finacial advisor. This course is covering the basics of investing and retirement planning as well as the basics of estate planning. There is a group of about 28 individuals taking the class and it has been a joy to teach.
Teaching this course helps me realize how many misconeptions people have about estate planning and financial matters. Several class attendees have talked to me after the class, or have asked questions during the class, which make it clear there is a lack of education out there about proper estate and financial planning. Hopefully this course will prompt the attendees to get their affairs in order and to avoid problems should a crisis occur.
I have also tried to emphasize the importance of considering estate planning a lifetime process. It is not a one-time event which is then put on a shelf and forgotten. Rather, they must make sure to review their planning every few years with their advisors to make certain it is still up to date with their needs and circumstances.
If you are interested in attending future offerings of this IU Continuing Studies course it appears it will be offered by IU again in the Spring of 2011. Contact us or Indiana University's Continuing Studies office for more information. |