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
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
Investing for a Successful Retirement
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.