Age Group:
AdultsProgram Description
Program Description
Learn the role of probate and how to avoid it by understanding the four main pathways for assets to pass to heirs. Discover common mistakes in estate planning, and learn about the essential documents everyone should have.
This presentation is perfect for those caring for aging parents or seeking to streamline their estate for an easy transfer to loved ones, providing clarity and direction for a topic often shrouded in confusion.
Join us for our monthly Financial Education Series!
The Association of Financial Educators offers a variety of free workshops that cover a comprehensive range of financial topics.
Presented by Financial Educator & Certified Financial Planner Tom Peterson
Workshops are designed to help individuals at every stage of their financial lives, from those living paycheck to paycheck and dealing with debt to those seeking more advanced information.
September 5th: Investing for Retirement: What You Need to Know
October 3rd: Estate Planning Demystified
November 7th: Essentials of Debt Management
Disclaimer(s)
This program is designed and intended for patrons ages 18 and above. Programs requiring registration may limit participation to those patrons who meet the age requirement.
Please arrive on time. Late arrivals may be restricted from participating and registered spots may be given to someone on the waiting list. Repeated late arrivals and a repeated failure to notify staff of cancellation in advance may result in a restriction from participating in future programs.
Under Florida law, information provided to municipalities are public records and may be subject to a public records request.