Estate Planning Webinar: Retirement - More than Money...Much More
ETV Endowment wraps up its fall 2021 estate planning series with a look at retirement planning that goes beyond the usual financial aspects. What gives satisfaction and fulfillment once we leave full-time career pursuits behind? Is it simply a matter of adequate financial resources?
Dr. Jack Hansen will offer a different perspective, grown out of extensive, in-depth interviews of retired men and women and described in two books he has coauthored on this topic. Preparing for and living in this phase of life involves navigating a set of personal transitions, availing ourselves of unique personal opportunities afforded us in this phase of life and coming to grips with a set of personal challenges as we continue to age. Bring your questions!
This webinar is offered as part of National Estate Planning Awareness Month. It is estimated that more than 120 million Americans do not have proper estate plans to protect themselves or their families in the event of sickness, accidents or untimely death. This costs many families wasted dollars and hours of hardship each year that could be minimized with proper planning. Many people also mistakenly underestimate their wealth and think they do not need to do any estate and financial planning.
The webinar will take place on Zoom. You will need internet access and a computer or tablet to participate. Instructions will be sent in advance, and Endowment staff are happy to assist first-time Zoom users.
Free and open to the public
Jack Hensen, based in Greenville, SC, spent much of his professional career in leadership roles in federal and university research organizations. Since transitioning from full-time work to part-time consulting, he has coauthored two books on the personal dimensions of preparing for and living in retirement.
Need help getting started on your estate plans?
Request your free copy of the Personal Estate Planning Guide. This handy booklet will help you organize the essentials: personal information, family contacts, healthcare information, medical providers, types of assets you own and your advisors. The guide will assist you with knowing what information is important to document and is a resource you can file or share with family and/or a legal or financial advisor.
Photo by Peter Krough