Successful Life Transitions

October 26, 2012 - November 9, 2012
9:30 a.m. - 11 a.m.

3, Friday

Location: UNF University Center (Map it!)

Summary

New!

Explore practical steps to ease three important yet difficult life transitions: divorce, death of a spouse and illness requiring long-term care. Discussion will focus on measures you can take in advance to ease these transitions, look at the decisions involved and explore resources available. Using lecture, open discussion and case study, the class will cover the financial, legal and public benefit resources to help those in transition.

Maximum participants: 18

Course Fee & Supplies

Course Fee: $15

Instructor

Bill Laird is director of Wealth Management for Dixon Hughes Goodman’s Jacksonville office. Dixon Hughes Goodman is the largest CPA firm based in the Southeast. Bill assists his clients through major life transition events such as retirement, divorce, death and long-term care decisions. Among other civic activities, bill has been on the board of the Clay County Senior Advocacy Council for three years. In his personal life, he is the primary decision maker and caregiver for both his father and uncle, who suffer from dementia. Bill has served as an expert witness in divorce cases within Duval and St. Johns County. He is one of only 1,300 individuals nationwide to hold both the Certified Financial Planner and Charted Financial Analyst certifications.