Neighbor News
Nicolet Rec. Dept. Offering "Estate And Financial Planning"
Wills, Trusts, Probate, POAs, Social Security, Retirement Planning, Long-Term Care
Everyone, regardless of age or wealth, can benefit from having an estate plan and a financial plan. Wills, trusts, and beneficiary planning provide necessary direction and continuity for passing on your assets after death and helping your loved ones administer your estate. Equally important are during-life issues such as health care directives and durable powers of attorney, along with proper financial and retirement planning (e.g. maximizing Social Security benefits) for your long-term needs. We will discuss strategies to help you protect your assets and ease the burden on your loved ones.
Date: January 23 & March 13
Day: Wednesday
Time: 6:00 – 8:30pm
Location: Nicolet High School - Room F105
Fee: $10.00R/$20.00NR
Min/Max: 4/15
Instructor: Jess Henrickson, Financial Advisor,
Robert W. Baird & Rebecca H. Simoni, an estate attorney at von Briesen & Roper, s.c.
Register for this program and other Winter/Spring programs in six convenient ways: either ONLINE, phone, fax, mail, walk-in or use our drop box.
