Financial Strategies for Successful Retirement - Section 1
Lastly, we’ll cover estate planning documents including wills, powers of attorney and health care directives. We will also address revocable living trusts, probate and efficiently transferring your wealth to your beneficiaries.
About the Course
Do you have a financial plan for retirement? Can you afford to retire comfortably? Will you run out of money? Whether you’re planning for retirement or already retired, you need to have a plan. We’ll help identify where you... See more
Instructors: Jack Deinlein is a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), AND A Chartered Retirement Planning Counselor (CRPC®). He has been in practice for over 28 years and focuses on financial strategies for successful retirement.
Jim Whitlatch has been an adjunct faculty member at Indiana University since 1989, teaching “Legal Aspects of Health Care.” A partner in the law firm of Bunger & Robertson, Jim has been practicing for over 34 years, focusing on health care law.