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
