Preserving Your Savings for Future Generations
When: Wednesday,
December 10, 2014
12:00 PM
-
1:00 PM
Description: If you want to learn ways to successfully transition from saving for retirement to spending in retirement and identify steps you can take to help generate the lifetime income you may need, then attend this workshop and learn about:
• Key estate planning strategies, including information on wills and trust
• The importance of beneficiary designations
• Gifting and insurance replacement strategies
Target Audience:
• Age 55 or older
• Interested in learning more about estate planning and preserving their assets
Facilitated by: Fidelity Financial Advisors
Location: LIB 314
• Key estate planning strategies, including information on wills and trust
• The importance of beneficiary designations
• Gifting and insurance replacement strategies
Target Audience:
• Age 55 or older
• Interested in learning more about estate planning and preserving their assets
Facilitated by: Fidelity Financial Advisors
Location: LIB 314
Contact: > See Description for contact information
Topical Areas: Training, Workshop, audience: Faculty, audience: Staff
Registration: Registration is required for this event. If you do not see a registration box or a UMassD Login form here:
- Go to the registration page and log in.
- Return to this page and refresh.
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