Retirement University- Part 3: Legacy Made Simple

Program Type:

Class

Age Group:

Adults

Program Description

Body

Legacy Made Simple

What you’ll learn:

  • Protect income for your surviving spouse
  • Reduce taxes on the wealth you leave behind
  • Avoid common estate-planning mistakes
  • Understand wills, trusts & beneficiary strategies
  • Keep more of your assets in the family—where they belong

Presented by Jaime Ragins, registered financial consultant and representative of SOFA, The Society for Financial Awareness, a nonprofit organization devoted to financial literacy, providing free seminars to educate people on best financial practices.

Registration is encouraged.

Please note:

Any person with disabilities who wishes to attend an event and requires a special accommodation should notify the Moline Public Library (see Contact Info on this page). Please contact the Library at least 24 hours in advance.