Life Transition Planning is unique. In our lives we will be challenged by several one-time or first-time events. Retiring for the first time or second time, moving or planning a move, selling or buying a business, singlehood, sudden inheritance, divorce or widowhood, parents or children needing support… all of these events and more may significantly affect both you and your family.
Some changes are exciting and celebratory while others may feel devastating. We recognize that transitions in life are inevitable so educated experience is so very important. Join us as we explore what other successful people have done in these life changing situations.
How do you make the best of any life transition? How can you have your best life right now despite these changes? Do you need to evaluate the need for insurance coverage, change beneficiaries, retitle assets and like personal property? What about your estate plan? Will or Powers of Attorney and Health Care directives? Should you now consider a trust to avoid probate and/or simplify your life? How can you legally reduce your taxes under these new circumstances? What is the best source of income for this phase of your life? Should Retirement accounts or should other accounts be used for your current cash flow? Learn with us as we discuss common mistakes and take advantage of opportunities that are often buried in our tax code. We will share important stories, strategies and tools (both financial and non-financial) to help ensure you are making smart and timely decisions.
We don’t know what we don’t know, or we don’t know the questions we should be asking. This is why experience in transitions and financial planning is such an important part of your success. Avoiding landmines and dangers while going through changes involves a different kind of critical thinking. Your instructor, Randy Yeomans, has helped numerous individuals and families over the last 30 years address these issue with greater confidence.
This class tends to be fast-paced, information filled and very interactive. The class will focus on areas of importance that YOU help decide. Your questions are expected and most certainly welcome. It is commonly said that you can learn from your own mistakes or from others mistakes – so let’s earn together. You will take away actionable tools for your transitions and help you gain greater confidence in this new transition of life. Let’s work together as we help create our BEST LIFE NOW.