Financial Planning isn’t complete if your assets don’t transfer the way you intend.
Learn how asset growth AND asset ownership are key in creating a cohesive financial plan. Knowing how your assets pass down and the tax implications of different financial strategies will help you choose the best route as you plan ahead.
COURSE DESCRIPTION: This class will cover essential strategies for integrating estate planning into your financial plan so your assets will grow and pass down as you intend.
The course will cover topics such as:
- Wills vs. Trusts: Differences, similarities, and choosing the right option.
- 401(k)s, IRAs, and Annuities: Transfer processes and tax implications after death.
- Brokerage Accounts and Property: To gift now or wait—what's best for your heirs?
- Powers of Attorney: Key considerations for appointing a POA.
- Healthcare Directives: Importance of specifying your healthcare preferences.
AGE: Geared for anyone 55+ who wish to learn more about the concepts and terminology of estate planning. Take your first step towards your creating your own estate plan and ensuring it works in tandem with your financial strategy!
ATTENDANCE: in-person at the New Brighton Community Center in Room 224
COST: FREE
TO REGISTER: Call (651) 638-2130 or register online on the New Brighton Community Education course page. Scroll down to “Enrichment” heading, then click on “Integrating Estate Planning Into Your Financial Strategy” in the course catalog list.
Above is how the registration screen looks in the online New Brighton Community Ed course catalog.
QUESTIONS BEFORE REGISTERING? Email jamie.ramacher@newbrightonmn.gov
MEET THE PRESENTERS:
David P. Salter, Owner/Attorney, Salter Law LLC
For 30 years, David has practiced solely in estate planning, estate administration. His deep knowledge of estate planning strategies is what differentiates him from other attorneys – he is well versed in what does and doesn’t work throughout life’s journey. His comprehensive, reliable, and personable approach ensures you will enjoy planning for your loved ones and your estate plan will work, as you intend. David offers seminars throughout the year on estate planning, long-term care pre-planning, and estate administration to the local community and businesses.
Vince Darling, Financial Planner, CFP®, CPFA® with Focus Financial, Stonebridge Group
Vince shares his approach in community seminars so your financial plan is set-up for the most growth with the least tax implications and why mid-life is the best time to re-assess your current financial strategy - be better prepared for the road ahead.