$25

Protecting Your Assets: Wills, Trusts and Powers of Attorney

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University of Cincinnati Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

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Refunds up to 1 day before event

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Description

Estate planning is typically focused on what happens to your property after your death, but it can also include decisions about your property while you are living. During this 2-hour class, we will reivew the essentials of planning and protecting your estate. You will learn the differences between wills, trusts and powers of attorney. We will reivew the probate process and how to position your assets in order to avoid it. We will reveal the potential fees associated with settling an estate. Lastly, we will explain how to protect your portfolio during a market down turn.

About Your Instructor

Doug Wondrely, Vice-President of Horter Investment Management, LLC, is a financial advisor with more than 20 years of experience in the financial services industry. Working with clients using a system designed to protect assets from downside risks, and helping prepare them for retirement. Doug focuses on a planning based approach to develop lasting relationships with his clients. Doug has a passion for service and educating his clients on the various tools while striving to lead them to a successful financial future. Helping them to achieve their financial goals by putting their interests first is at the forefront of what Doug does every day. Doug’s approach ensures a client’s plan is tailored to their individual needs and goals.

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Date and Time

Location

University of Cincinnati Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

View Map

Refund Policy

Refunds up to 1 day before event

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