Linden Community Schools

This workshop covers some of the deepest topics every couple needs to plan together; from how to set up your estate, tips on how to decide if you need a will or trust, tips on how to develop a proactive strategy for protection, preparing for the unexpected and how to proactively plan for your funeral. You will be sure to feel more prepared for the unexpected paths life has to offer after this thorough workshop. You will hear from three experts: an estate attorney, funeral director and wealth management advisor

This class is designed for investors 53+ who are preparing for retirement and have questions about this hot topic - paying for healthcare once they are retired. Some items of discussion include: healthcare and your retirement, preparing for long-term care expenses, Pre-Medicare checklist, the importance of a well-diversified financial plan and more!