Estate Planning

September 26, 2012 - October 3, 2012
3:30 p.m. - 4:30 p.m.

2, Wednesday

Location: UNF University Center (Map it!)

Summary

Not your ordinary estate planning course! Usually when people think about estate planning, they think in terms of probate and estate taxes. Although this class covers those topics, it also includes basic items that most forget. During these two classes, we cover everything from continuation of income, IRA secession, social security and annuities to asset protection. Life changing issues such as long-term healthcare, losing a spouse and caring for an older parent are included.

Maximum participants: 18

Course Fee & Supplies

Course Fee: $15

Instructor

Jim Newman is senior vice president of wealth management for Janney Montgomery Scott, LLC, with over 21 years’ experience as a licensed financial advisor. He graduated from Wharton business School with an accreditation in wealth management. He is a certified senior advisor and a certified divorce financial analyst. He has written articles for the Jacksonville business Journal and appeared as an expert for television stations WTLV NBC 12 and CBS 47.