Course Title: Investing and Estate Planning
Date: Mar 8, 15,22,29, 2018
Fee: $30 with $5 discount if registration is received by Mar. 1
Location: Hurley, WI Courthouse, board room.
Course structure: The course will be given in 4 sessions, each 2 hours long. The following topics will be included:
1) Estate Planning:Trusts, Power of Attorneys, Wills
2) Foundations of investing: Investment types, portfolio construction and diversification and combining your Investment with your goals(Retirement income, preservation, etc).
3) Nursing Home Planning: How to prepare and costs. Medicaid rules.
4) Investing and Estate Planning:How your investments work into Estate Planning. This will overlap on specifics from class 2. Investment account types and life insurance. Continue reading