Upcoming AFO Events

Estate Planning: How to avoid probate

Workshop is designed for people who have a trust and would like their successor trustee (Generally your children) to have a better idea of what to expect and do for your estate planning. 

Estate Planning: How to avoid probate

Workshop is designed for people who have a trust and would like their successor trustee (Generally your children) to have a better idea of what to expect and do for your estate planning. 

Topics Covered:
  • · How a trust works
  • · What steps will the trustee have to take?
  • · What to do with your real estate?
  • · Do you have the right person as your trustee?
  • · What if you don’t have anyone to be your trustee?
  • · How to avoid probate

 

  • – Thursday Lunch March 9th

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  • – Tuesday Evening April 18th

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Countdown to Retirement

Workshop designed for people who are less than five years away from retirement

Countdown to Retirement

Workshop designed for people who are less than five years away from retirement
Topics Covered:
  • · How to structure income in retirement
  • · How to invest so you don’t run out of money
  • · When should you take social security
  • · What tax strategies can you use to minimize taxes in retirement
  • – Thursday Evening February 9th

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  • – Tuesday Evening March 21st

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  • – Thursday Lunch April 20th

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Investing for a Successful Retirement

Investing for a Successful Retirement

  • – Tuesday Lunch February 21st

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  • – Thursday Evening April 6th

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  • – Tuesday Evening April 25th

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Women and Money Workshops

Women and Money Workshops

Lunch and Learn

Owning your financial success: workshop for women who want to gain confidence with their money

  •   How to research stocks and investments
  •   Basics of real estate
  •   Advanced Tax Planning Concepts
  •    Insurance planning

All workshops will be very open and have time for lots of questions. All participants will receive a copy of Diane Young’s book Owning Your Financial Success as well as helpful worksheets that you can take home.

  • -Level301 February 9th 11:30AM – 1-:00PM
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  • -Level 401 February 16th 11:30AM – 1-:00PM
  • RSVP NOW