Dollar$ & $en$e- Financial Wellness with Estate planning

14333 Beach Boulevard,Jacksonville FL 32250

30 September, 2021

Description

Simple Financial Strategies to create the building of your financial House and Overview of Key Estate Planning Docs. Michael Dwyer has been in Financial planning for over 25+ years sharing with people and businesses how to have clarity with their Financial future. Michael will be covering important topics like; Having a written a Written Financial game plan, How to pay off your Debt years sooner, The 3D's of Investing and How does your Life Insurance really work. Vivile Dietrich is an attorney with the Jacksonville law firm, Glazier, Glazier & Dietrich, P.A. and leads the Firm’s Estate Planning and Probate practice. She advises individuals, trustees, and other fiduciaries to develop a comprehensive estate plan, including informing them of their rights and obligations related to powers of attorney, living wills, health care surrogate designations, wills, and trusts. Viv assists individuals. She also guides individuals through the probate process to identify the probate assets and pay the debts of the deceased person, and distribute the deceased person’s assets to his or her beneficiaries.