Estate Planning

Tuesday, February 8, 2022 - 6:30pm
REGISTER in advance (2 hours before the event) for the zoom link to join the Estate Planning discussion at
The Putnam County Libraries and The Field Library continue to bring you this series on Financial Awareness. The presenter is Mark Lange, a knowledgeable and entertaining speaker from the Society for Financial Awareness (SOFA). Please join us with questions you may already have!

The first four workshops are the core curriculum. with another set of four workshops to follow.
Recording for part 1 Social Security Explained:
Recording of part 2 - Strategies for a Sustainable Income -
Part 3 is January 24th at 7:30
on Asset Allocation and Modern Portfolio Theory
FEBRUARY 8TH at 6:30
The Fourth Workshop will focus on Estate Planning
- What is it, and who needs it
- Why do I need a Will
- Trust, POA, Health Care Directive
- Forms of Ownership
- Probate-What it is and why
- Avoiding Probate-The advantages, are they right for you
- Marital Deduction and Unified Credit, are they still important
- Basis, what is it and why is it important
- Taxes-Income Tax, Gift Tax, Estate Tax, GST Tax
- Why all these issues come into play when you're putting together a comprehensive plan
Mark is a seasoned professional with over 35 years in the industry. He holds the AIF, AWMA, CRPC, CRPS, and RICP designations. He specializes in working with people who are transitioning from work to retirement. He has dedicated his career to helping others achieve their financial goals. Mark is a wonderful speaker & enjoys spending time hosting Educational Seminars throughout his community and he finds deep value in providing Financial education to others. 
File not found.