Free Retirement Course @ The University of North Florida

Six Steps to Legacy Planning

May 19 (Tuesday)
6:30 PM - 7:30 PM
Adam W. Herbert University Center - Room 1090
12000 Alumni Dr.
Jacksonville, FL 32224
What is Legacy Planning — and Why Does It Matter? Legacy planning goes beyond finances. It’s about preserving your values, protecting your loved ones, and leaving a meaningful impact for future generations. In this class you will learn the essentials of wills, trusts, charitable giving, and how to avoid common pitfalls. Whether you're just starting or updating your plans, this session will empower you with knowledge and peace of mind. Your legacy is too important to leave to chance.
Attend this seminar and learn about: • Protecting Your Family When You're No Longer Here - Key steps to safeguard your loved ones and provide lasting financial security. • Tax-Efficient Wealth Transfer Strategies - Explore methods that may reduce the tax burden on your estate. • Protecting Inherited Assets from Creditors, Divorce, and Bankruptcy - Safeguard what you leave behind from unexpected life events. • Using 529 Plans in Estate Planning - Discover how education savings plans can serve dual purposes in your legacy strategy. • Building Your Family Legacy - Explore how thoughtful estate planning can go beyond asset distribution to reflect your values, support future generations, and provide peace of mind. • And more!
The University of North Florida
Adam W. Herbert University Center - Room 1090
12000 Alumni Dr.
Jacksonville, FL 32224