This estate planning presentation teaches attendees how to effectively prepare for the management and distribution of their assets in the event of death or incapacitation. The session covers essential legal documents—such as wills, trusts, and powers of attorney—that communicate your wishes regarding property, dependents, and healthcare decisions. Participants will also learn how to build a comprehensive estate plan that helps preserve wealth for future generations while minimizing potential tax burdens. A good estate plan starts with you—your life, family, financials, and goals.

Topics to be discussed in this class include: Do’s and don’ts to improve the likelihood of achieving your lifetime goals; establishing a gameplan; risk; your behavior as it relates to your money; and more. This learning experience will end with the discovery of the one thing that matters most to your wealth planning. The class is offered exclusively to OLLI programs in Georgia.

Topics to be discussed in this class include: Do’s and don’ts to improve the likelihood of achieving your lifetime goals; establishing a gameplan; risk; your behavior as it relates to your money; and more. This learning experience will end with the discovery of the one thing that matters most to your wealth planning. The class is offered exclusively to OLLI programs in Georgia.

Most retirees don’t fully understand how taxes work in retirement, yet they’re keenly aware of how much taxes impact their income each year. In this session, participants will learn how to create an effective retirement tax strategy that integrates income planning, Social Security, and Medicare. The class explores various types of taxes encountered during retirement and how these interact with Social Security benefits and Medicare premiums. We’ll also cover the four stages of retirement, outlining key tax actions for each phase and discussing complex IRA rules, Roth conversion timing, and the consequences of poor withdrawal sequencing. Participants will gain practical insights into: Reducing unexpected costs to make retirement less expensive; avoiding increased Medicare premiums from income mismanagement; coordinating tax, investment, and estate decisions for long-term efficiency.