|Wed, Jun 26|
Prepare Your Own WillWho would raise your children if you died? Who will be your executor? Without a will, the laws in Minnesota and a judge make all of the decisions. Take charge of these decision in this class. You will leave with a simple will prepared and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Will form is included in the tuition. Instructor Adam Altman is an attorney experienced in drafting wills. Please add name of significant other in 'note section' if registering as a couple.
Savvy Social Security Planning for WomenLearn how to take advantage of spousal , survivor , divorced spouse benefits and even divorced spouse survivor benefits. You will also learn how to coordinate your own retirement benefits with benefits you might receive as a spouse or divorced spouse. Discuss why you should consider your husband's life expectancy when deciding when to claim your own retirement benefits and more.Cody Clem and Rolf White are Registered Representatives with Parkland Securities and Investment Advisors with Sigma Planning Corp. Both Cody and Rolf hold the Accredited Investment Fiduciary (AIF) designation.
Social Security: Timing is EverythingLearn when you should apply for social security and how to maximize your benefits. Find out how to sort through the options to help ensure the choice you make is tailored to your needs.