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Large Meeting Room A&B

Wills & Trusts

Attorney Jacob Ehrensaft will discuss estate planning, including wills, trusts, powers of attorney, living wills, probate, and guardianship. The importance of planning ahead as well as updating existing documents to reflect changes in the law and personal circumstances will be reviewed. Registration required.

Event Date: 
Thursday, April 24, 2014 - 7:00pm to 8:30pm

Money Smart: Making Your Nest Egg Last a Lifetime

Building up your retirement nest egg was hard work, but so is managing it to last a lifetime. This session looks at the research and the products that are evolving to address this need. Learn the newest studies behind the 4% rule, how to evaluate the advantages and disadvantages of annuities and, briefly, longevity insurance and reverse mortgages. Presented by Karen Chan Financial Education & Consulting LLC.

Event Date: 
Tuesday, April 15, 2014 - 6:30pm to 8:00pm

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