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Escape your fear of dealing with death and estate taxes, wills and trusts, probate, and your estate. Learn how to choose an executor, lifetime giving exclusions, unlimited marital deductions, and tax-free inheritance.

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Find out all about probate estate! This presentation will cover what probate estate is, why it is needed, and what triggers the filing of a probate estate. Attendees will also discover how the estate is handled by both the executor/personal representative of the estate and the probate attorney, and the different types of probate estates.

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Kevin Grogan will discuss his book, co-authored with Larry Swedroe, “Your Complete Guide to a Successful & Secure Retirement”. This book presents uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women,

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Learn how to plan and pay for long-term care! Get the inside scoop about the planning process, Medicare and Medicaid, who pays for long-term care, and the limitations of these benefits. About the Presenter: Bridgid Fernandez is a Certified Elder Law Attorney with Fernandez Elder Law, LLC.

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New to Financial Planning? Retirement decades away? Get beginner tips with financial experts Adam Grossman and Brad Stinn, and guest moderator Charlie Brennan of KMOX! Adam Grossman is a financial planner and the founder of Mayport Wealth Management.  Mayport’s mission is to help lower the cost of financial advice for consumers. Unlike traditional firms in

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