Neighbor News
Nicolet Rec. Dept. Offering Estate and Financial Planning For Peace of Mind
Wills, Trusts, Probate, POAs, Social Security, Retirement, Long-Term Care
Everyone, regardless of age or wealth, can benefit from having an estate plan and a financial plan. Wills, trusts, and beneficiary planning provide necessary direction and continuity for passing on your assets after death and helping your loved ones administer your estate. Equally important are during-life issues such as health care directives and durable powers of attorney, along with proper financial and retirement planning (e.g. maximizing Social Security benefits) for your long-term needs. We will discuss strategies to help you protect your assets and ease the burden on your loved ones.
Date: January 24 & 31
Day: Tuesdays
Time: 6:30 - 8:30pm
Location: Nicolet High School - Room F105
Fee: $17.00R/$27.00NR
Program#: 232302-01
Min/Max: 4/15
Instructor: Jess Henrickson, Financial Advisor Robert W. Baird & Co., Inc.
Dan McDermott, Attorney Weiss Berzowski, LLP
Online registration for Winter/Spring programs is currently available. You can also phone, fax, mail, walk-in, or use our drop box to register beginning December 19th.
