The first part: Estate Planning will take place on Sunday February 10 from 10:00 to 11:30 AM. The discussion will cover estate planning, focusing on what types of issues you’ll need to consider when writing a will, a Power of Attorney, Healthcare Proxy, Letter of Instruction, Digital Estate Planning and more.
Part two of the series on February 17 from 10:00 to 11:30AM will discuss Socially Responsible Investing (SRI), the fastest-growing styles of investing. Learn how SRI has an impact on key social issues of the day such as fossil fuel-free investments, ethical governance at corporations, gender equality, the United Nation's Sustainable Development Goals (SDGs) and more. On February 24 from 10:00 to 11:30 PM, the final part of the series: 5 to 10 Years From Retirement, explores the issues faced once you decide to retire (or go part-time), including investment strategies, anticipated healthcare spending needs, tax-advantaged legacy planning strategies, when to take Social Security and more.
