New Financial Planning Classes

July 21st Lifetime Planning: In this class, Andy Reed will discuss the importance of having a durable power of attorney, healthcare surrogate and living will. He will talk about what the powers in these documents do, common scenarios, when these powers are needed, and who can serve as an agent or surrogate.

July 28th Generational Planning: In this class, Andy Reed will discuss the benefits of planning your estate. He will talk about wills and trusts are, and what you can (and cannot) do with them, and give examples of common estate plans. Andy also will talk about who can and should serve as a personal representative or trustee, as well as some suggestions for fully utilizing your will and trust.

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