New London Adult and Continuing Education

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New London Adult and Continuing Education

Enrichment Classes

Estate Planning 1003 OLD LYME

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Learn from an Elder Law Attorney which documents to be certain to have in place to assist you should you become disabled. Learn how to preserve your assets from being consumed by the high costs of long term care, and about insurance programs that can assist you financially to age in place. Then hear from an Advisor on strategically tailoring your investment strategy to meet your unique goals, considering income tax consequences, liquidity needs to meet your budget, and tools to help grow your preserved wealth. We emphasize the importance of creating your team…a Financial Advisor, Elder Care Attorney, Tax Advisor and Trusted Others all working together for you.

Sessions: 1
Dates: 11/8/2018 to 11/8/2018
Meeting Time: 
Thursday  6:00 PM - 8:00 PM
Location:  Old Lyme Middle School
Instructor: Jamie Oliver
Fees: 
$34.00   (Class Fee)
Discounts & Other Fees:
$5 Resident Discount

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