Everyone over the age of 18 should have an estate plan, yet mistakes during the planning process can start a chain reaction of costly consequences. You could be saddling your next of kin with financially devastating problems that could take years to resolve, destroying family harmony in the process. How can you make sure you're avoiding the most common mistakes?

Everyone over the age of 18 should have an estate plan, yet mistakes during the planning process can start a chain reaction of costly consequences. You could be saddling your next of kin with financially devastating problems that could take years to resolve, destroying family harmony in the process. How can you make sure you're avoiding the most common mistakes?

This class will describe and analyze stocks, bonds, and REITS, along with capital markets, mutual funds, ETFs, and active vs passive investing. Mr. Flick uses two financial models: first, a spreadsheet model of withdrawals and investment performance, and second, an Internet-available simulation model of investment portfolios. Participants analyze typical investing problems in retirement such as identifying goals, facing risk (including longevity risk), allocating assets, planning for long-term care, building a withdrawal plan, and more.