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Duke's OLLI Program to Offer Retirement Course

By Greg Herman-Giddens

Local Financial Planner Janet Ramsey, MBA, CFP will be offering a course entitled Wealth Planning in the New Normal, Navigating Retirement Decisions in Rough Waters as part of Duke University's OLLI program.  The course will run from January 20 to March 31, 2011.  Greg Herman-Giddens will speak on non-tax reasons to do estate planning.

For more information and to register,  click Continue Reading.

 

Ø Worried that you have less money than you used to?

Ø Responsible for care-giving?

Ø Now handling money on your own due to death, divorce or health changes?

Ø With children or parents who have come back home to live with you?

Ø Dealing with significant health changes of your own?

Ø Worried about being able to maintain your desired lifelong lifestyle with dignity and independence?

Ø Wondering if moving to a retirement community would be right for you?

Ø Concerned how estate or income taxes could wreak havoc on your plans?

Ø Wanting to learn how you can better protect your heir's inheritance from lawsuits, creditors or divorce?

 

If so, be sure to register for this ten-class course where you will learn how to handle these issues and more.  Registration begins Nov. 24^th!

Seats are limited. We recommend registering early! 

Dates/Time: Thursday's 2:00 – 3:30 p.m.   Jan. 20 – March 31, 2011

You must register as an annual member of Duke University's OLLI program ($35/year) in order to attend. As an OLLI member, you may register for this course and many others (starting at $85 for the first entire course). Find out more at   www.learnmore.duke.edu/olli  or by contacting Garry Crites, Director Email: gjc3@duke.edu Phone: 919-684-2703

                                             Your Instructor

Janet Ramsey is a well-known financial educator, speaker and counselor to educational, nonprofit and professional groups throughout the nation. For over 28 years, Ms. Ramsey has advised families and owners of closely-held businesses in creative ways to combine their life planning with their financial planning. Her counsel and assistance to them has helped them plan for retirement income, significant savings in estate and income taxes and provided successful strategies for larger and more meaningful multi-generational family wealth transfers.   A native of Raleigh, NC and a graduate of the UNC Kenan-Flagler Business School in Chapel Hill with both a BS in Business Administration and a Masters in Business Administration, Janet lives in Durham with her husband, Neil. She is a Certified Financial Planning Professional™, Advisory Representative offering investments and advisory services through Lincoln Financial Securities Corporation, Member SIPC and President of Premier Advisor Group LLC. Lincoln Financial Securities and Premier Advisor Group LLC are not affiliated entities.

 

 

Full post as published by North Carolina Estate Planning Blog on December 27, 2010 (boomark / email).