Financial Education/Literacy Workshop, presented by Demir Nikovic, Registered Representative of Foresters Financial Services Inc., is an informative financial wellness program based on social security planning. This presentation assists individuals with getting a better understanding of the ins and outs of when to apply, how they can maximize their benefits and other important information. People push off talking about estate planning because they want to avoid thoughts of death. But legacy planning is so much more than documents and estates. It is a people-focused, holistic approach to controlling the mark we leave on the world.
"6 Steps to Legacy Planning for the Generations: Start Leaving Your Mark Today!": What can happen if a legacy plan is not made; Preparing for incapacity; How and when to step in to help older parents; The old way of estate planning vs. the new way; Why now is the best time to start the process of legacy planning; Organizing records and preparing for optimal transfer of wealth; How to ensure your wishes are followed; Sharing your knowledge, experience, and wisdom; Encouragement and support for going through the whole process; The role of a team in coordinating activities.
You will also receive a copy of The Boomer's Guide to Legacy Planning-a comprehensive reference addressing common issues and giving practical action steps.
Refreshments will be served.
Registration is not required, but recommended.