Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning, 8 July | Event in Simpsonville

Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning

Retirement Wealth Academy

Highlights

Tue, 08 Jul, 2025 at 06:30 pm

1 hour

104 Sunnydale Dr, Simpsonville, SC 29681-4801, United States

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Date & Location

Tue, 08 Jul, 2025 at 06:30 pm to 07:30 pm (EDT)

104 Sunnydale Dr, SC 29681-4801

104 Sunnydale Dr, SC 29681-4801, Mauldin, South Carolina, Simpsonville, United States

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About the event

Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning
📅 Register for your FREE Spot Today!

In this comprehensive class you will learn:
✔ 4-Step Estate Planning including: Advance Healthcare Directive, Healthcare Power of Attorney, Durable Power of Attorney, and Wills and Trusts.
✔ 5 Methods of Avoiding Probate Costs
✔ 3 Guiding Principles to Estate Planning Success, including not exposing your estate to Taxes, LTC costs, and the risk to your Estate.
✔ Understand the difference between a revocable vs. irrevocable trust.
✔ How, When, and Why to do a Roth conversion.
✔ How to avoid leaving your heirs a tax burden.

📍 Location: Room A on July 8th & Room B on July 15th

â„šī¸*This event is organized independently and is not sponsored by Five Forks Branch Library.*


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Ticket Info

Tickets for Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning can be booked here.

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104 Sunnydale Dr, Simpsonville, SC 29681-4801, United States

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Retirement Wealth Academy

Retirement Wealth Academy

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Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning, 8 July | Event in Simpsonville
Free Retirement Class at Five Forks Branch Library: Family Will and Legacy Planning
Tue, 08 Jul, 2025 at 06:30 pm