Planning Ahead is a 5-week series, beginning February 25 at 6:30 pm, that dives into the main topics of financial planning. Each class is led by a local expert who will lead the discussion and answer your specific questions. You may attend any class that interests you, or the entire series. You are welcome to bring a guest, we just ask that you let us know which sessions you plan on attending to create the best experience for everyone. Please contact Sheri Conerly-Davis with Edward Jones at 407-645-2232 or email her sheri.conerly-davis@edwardjones.com to RSVP.
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Wednesday, February 25 Preparing Your Estate Plan. This offering will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. Presented by David Torre an estate planning attorney with experience in trusts, probate and estate plans.
Wednesday, March 4 Retirement By Design: Making Your Money Last. This workshop is designed for people who are thinking about retiring or who have retired recently. It introduces a number of ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. The workshop also explores how to plan upfront for concerns like inflation, health care expenses and market volatility, as well as how to prepare if things don’t go as expected. Lee Lorenz with Edward Jones Investments will lead this discussion.
Wednesday, March 11 Social Security: Social Security will likely be the foundation of your retirement income. Before you retire or even during, it’s important to understand your options regarding Social Security and the impact your decisions have on your retirement. We will discuss how Social Security fits into your retirement income plan, when you should start taking benefits, and tax considerations. Jim Greene will share topics of importance to making decisions about your social security.
Wednesday, March 18 Protect Yourself: What Is Identity Theft? If your identity is used without your knowledge to commit fraud and other crimes, it can cost you time and money. Identity theft can destroy your credit and ruin your good name. This session will evaluate the types of identity theft, red flags for you to be alert towards, who is the target, and how to protect yourself. The presenter is a representative of the FDLE’s Cyber Crime unit and has significant experience in dealing with identity theft and cyber-crime issues.
Wednesday, March 25 Finishing Well: A Guide to End-of-Life Planning. When we make advance plans, we make a gift of love to our families. This workshop will cover the importance of estate planning in the context of comprehensive Christian stewardship, with an emphasis on how you can make a planned gift to your church that can also benefit you and your family. Presented by Tom Wilkinson of the Florida United Methodist Foundation.
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