Welcome to 2021! Join us for an information-packed 2021 fun and educational experience. Learn about NEW and proposed Tax and Retirement Plan changes that may impact your income and taxes in2021. This class will explore what you can do, legally, to keep more of your money from going to Uncle Sam.
IRA’s and 401k’s had many rule changes for 2020. Even more changes are being proposed now with a new Presidential Administration. Taxes on Capital Gains and Dividend Income may dramatically change. Other topics discussed include: Updating your Estate Planning documents, including Wills and Trusts; and Addressing Long Term Care Planning. Your ELM instructor has a passion for education and has been teaching Retirement, Tax and Estate Planning for over 25 years.
Randy Yeoman
Randy is the founder and CEO of Yeomans Consulting Group – YourRetirementCoach™. With more than 30 years' experience as a Financial Planning professional, Randy's integrity and attention to detail provides a specialized approach for his clients. He is a Certified Fund Specialist, Registered Financial Consultant, Certified Estate Planner and Board Certified in Mutual Funds.
Randy strives to add confidence and smart decision-making about wealth through ongoing education. Randy has a long-standing commitment to personal and community education. His classes are often noted as the most exciting, enjoyable and information-packed classes guests have ever attended! Randy is an instructor at ELM (16 years), Osher Lifelong Learning Institute, Life University KTSC program & the Life Skills Learning Center.
An avid Skier and Sea Diver, Randy enjoys traveling, reading and his grandchildren. Randy has 3 children, 8 grandchildren and has been Cobb County residents for 37 years.
