Estate Planning Basics

What You Will Learn

• Why you need an estate plan 
• Strategies to plan for incapacity, including special health care directives 
• Wills, trusts, and life insurance 
• Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

As an Added Bonus for Attending this Course

All course attendees will automatically receive a FREE membership to the American Financial Education Alliance (AFEA), where you will gain 24/7 access to the following:

• A Personal Dashboard – multiple financial tools at your fingertips 
• Personal Calendar – schedule of upcoming AFEA events and classes 
• 32 Financial Calculators – Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator, and many more 
• Training Videos – AFEA On-Demand brings you financial training videos to watch at your leisure, reinforcing the concepts taught in the class 
• Free Personal Financial Coaching – direct access to a Personal Financial Coach via Direct Messaging for your financial questions and concerns 
• AFEA’s Newsletter – up-to-date financial news, tips, and advice to keep you on the road to financial success 
• Free Downloads of Popular Periodicals and Reports:
• Earnst & Young LLP: Retirement Vulnerability of New Retirees
• Rex Voegtlin: The Top Social Security Misconceptions
• The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
• Putnam Institute: Optimal Asset Allocation in Retirement
• Center for Retirement Research as Boston College: The Social Security Claiming Guide

Who Should Attend

• Individuals and couples aged 50+ who want to increase their knowledge and training to help maximize their retirement years
• People who want to better understand their current portfolio
• Anyone who wonders if their plan has room for improvement

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.