In this seminar, we’re going to quickly summarize how getting an estate plan in place will give you control over your finances, health care, and legacy. You’ll gain further insight planning tools like long term care insurance, home equity loans, reverse mortgages, selling and renting back your home – just to name a few. We’ll also touch on how estate sales and auctions can help you dispose what you know longer need (and hopefully put some money in your pocket).
Scheduled panelists include: Estate Planning Attorney; Financial Advisor; Reverse Mortgage Specialist; Daily Money Manager
Senior Learning Institute® is the learning place for older adults in St. Louis and surrounding areas for unbiased learning opportunities.
These seminars are being moderated by Ted Gottlieb, Certified Senior Advisor®, Certified Downsizing Coach™, and Founder of The Senior Learning Institute® — No sales pitch.
Find ample resources on our website . Questions or need a specific resource? Contact Ted Gottlieb at Ted@TrustinTed.com.
Organizer
Senior Learning Institute®
Ted Gottlieb, Certified Senior Advisor®, Certified Senior Downsizing Coach™