Seniors in Transition: Part 2 Basic Estate and Financial Planning for Transition to Retirement
We're all concerned about growing older. Will I have enough money? Who do I trust to take care of me? We have been taught to save and squirrel away retirement investments; now, how do I spend my savings intelligently in retirement? What legal papers should I gather? Please note this is not a venue for free legal & financial advice but a discussion around foundations for transitions later in life. Speakers: K. Newton of Waite Financial Services & H. Morphis of Young, Morphis, Bach, & Taylor, LLP
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