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It is not just about having a will: Elder Care-Planning and Financial Strategies
SESSION 1: Fall Financial & Estate Planning Workshops

Thursday, September 18, 2014 11:30 AM - 12:30 PM

Learn what else may be needed to manage our medical and financial affairs (or that of our parents), as we age. Health Care directives, powers of attorney, the need to secure public or veterans benefits, and the preservation of assets when a spouse becomes ill, all may be necessary. In this session, these elements of your estate planning will be introduced and explained and then the session will be open to your questions.

Upcoming sessions:

SESSION 2 - Thursday, Sept. 25
Retirement Planning: How to get to the future you envision

SESSION 3 - Thursday, Oct. 2
The Anatomy of Estate Planning: Understanding the Basics of Wills vs. Trusts

SESSION 4 - Oct. 30
Investment Basics: Performance, Taxes, and Efficiency. Making your money last as long as you do

 

Location: Howe Conference room of the Briscoe Library at the UT Health Science Center San Antonio
Fees: Free; Attendance for each session will be limited to 30 people so that everyone has a chance to ask their pressing questions.
Calendar: Events Calendar
Category: University - Educational
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