Updated Retirement Education Topics for 2024 - Limited Seating Available
Understanding Legacy Planning
Offered at
American Lutheran Church
1114 College St, Woodland, CA 95695
Hosted by Dachtler Wealth Management
Presented by Dennis Dachtler and Richard Jarvey
Limited seating available
A Free Educational Retirement Planning Class for Adults Age 50-70
Understanding Legacy Planning
Offered At
American Lutheran Church
1114 College St, Woodland, CA 95695
Hosted by Dachtler Wealth Management
Presented by Dennis Dachtler and Richard Jarvey
Limited seating available
An Educational Retirement Planning Class for Adults Age 50-70
Here's What You'll Learn
Effective Legacy Planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective legacy strategy can spell out your healthcare wishes and ensure they are carried out – even if you are unable to communicate. It can designate someone to manage your financial affairs even if you are unable to do so.
A Will vs a Family Trust
Establishing a Legacy plan that you control, not the Government
Techniques to avoid probate
Durable powers of attorney for Asset Management
Creating a Living Will and/or Advance Care Directive
Establishing your financial website with document storage
Creating a flexible legacy plan that you can update as life changes
How to pass assets to your heirs efficiently
Here's What You'll Learn
Effective Legacy Planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective legacy strategy can spell out your healthcare wishes and ensure they are carried out – even if you are unable to communicate. It can designate someone to manage your financial affairs even if you are unable to do so.
A Will vs a Family Trust
Establishing a Legacy plan that you control, not the Government
Techniques to avoid probate
Durable powers of attorney for Asset Management
Creating a Living Will and/or Advance Care Directive
Establishing your financial website with document storage
Creating a flexible legacy plan that you can update as life changes
How to pass assets to your heirs efficiently
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Here Are Our Upcoming Events
TUESDAY OPTION
DATE/TIME
Tue, October 22nd, 2024
6:30pm - 8:00pm
WEDNESDAY OPTION
DATE/TIME
Wed, October 23rd, 2024
6:30pm - 8:00pm
Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first serve basis.
If you have any questions please call our office at (800) 333-1855.
COURSE INSTRUCTOR
Dennis Dachtler and Richard Jarvey
https://storage.googleapis.com/msgsndr/M8A7hwe92v76MwxbcAnw/media/631a3b79cfb315489929c35a.jpeg
Dachtler Wealth Management
2130 East Bidwell Street
Folsom, CA 95630
Our Upcoming Events
REGISTRATION CLOSED
TUESDAY OPTION
DATE/TIME
Tue, October 22nd, 2024
6:30pm - 8:00pm
WEDNESDAY OPTION
DATE/TIME
Wed, October 23rd, 2024
6:30pm - 8:00pm
Seating is limited,
so please RSVP soon.
Once the class is full, wait listing will be done on first come, first served basis.
If you have any questions please call our office at (800) 333-1855.
COURCE INSTRUCTOR
Dennis Dachtler and Richard Jarvey
Dachtler Wealth Management
2130 East Bidwell Street
Folsom, CA 95630
Map of Course Location
Map of Course Location
Securities and investment advisory services offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Dachtler Wealth Management, LLC is not owned or controlled by Calton & Associates, Inc. Neither Calton & Associates, Inc nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought
Securities and investment advisory services offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Dachtler Wealth Management, LLC is not owned or controlled by Calton & Associates, Inc. Neither Calton & Associates, Inc nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought