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Financial Course for Adults on Professional Retirement Strategies

Wills, Trusts, & Estate Planning™

Course Summary

Financial Strategies

Estate planning is complex and confusing, and a difficult topic to face. It is often one of the last items that people take care of because of procrastination or confusion about what is needed. Now, more than ever, it is important to have a sound estate plan in place. Without an estate plan, you lose control of the distribution of your estate, and you may incur unnecessary costs and taxes.

By attending this class, you will learn more about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward. Here are just a few examples of the many things you will learn:

 

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Learn How To:

  • Find Benefits and Importance of Having an Estate Plan
  • Assess the Differences Between Wills and Trusts
  • Plan for Incapacitation, and What to Do When a Loved One Dies
  • Avoid Probate and Its Associated Costs, and Minimize Taxes
  • Use Strategies to Protect Your Assets from Creditors and the Government
Class Schedule

Textbook Included

This course features classroom-style instruction that encourages questions and a textbook with examples and interactive material that is yours to keep.

Comprehensive Plan

Discover “Big Picture” strategies that give you the opportunity to learn about the many aspects of retirement planning and how they work together to build a successful retirement plan.

Professional Tools

Learn tools used by professionals: classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the presentation with valuable information in addition to real-life examples.

Private Consultation

A complimentary, private, one-on-one consultation is optional for those who have questions that are more personal in nature. This consultation is only available for class attendees but is not required.

Request the official Wills, Trusts, & Estate Planning™ Course Catalog to get all the class details for this semester.

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Course Outline

I. Understanding Estate Planning

Having a basic understanding of estate planning allows you to formulate a plan for what you would like to do at death or in case of incapacitation. This section is designed to help you understand the big picture of why estate planning is so important.

II. Planning for the Worst

Unforeseen illnesses and accidents happen in life. Planning ahead for these events is imperative to making sure that you maintain control over personal decisions that will affect you. This section will give you a better understanding of what is needed so that you have peace of mind over these key decisions.

III. Control with Wills

No one wants to be a burden to their loved ones at death. By having a will in place, you maintain control over key decisions at death and make it much easier on those you leave behind. This section will help you understand what is required and how to put one in place.

IV. Avoid Probate Costs

The probate process can be complex and costly. Many people think you have to probate your estate. In this section, you will learn how to avoid probate and all of the costs associated with it.

V. Transferring Assets

There is always an easier way! This section reveals some incredibly easy ways to transfer assets to your loved ones without any hassle, and how these methods can save you time and money.

VI. Benefits of a Trust

Do you want even more flexibility and control than what a simple will offers? Then a trust may be right for you. In this section, you will learn all of the ins and outs of the different types of trusts and how they can benefit you.

VII. Minimizing Taxes

It’s been said that the only two things guaranteed in life are death and taxes. Unfortunately, at death you may be exposed to a wide array of taxes. In the last few years, estate tax law has changed drastically. In this section, you will learn all about the different taxes that are owed at death and strategies on how to help avoid them.

V. Planning Strategies

Once you have learned the basics, it will be time to learn more advanced strategies. In this section, you will learn strategies for how to reduce costs and taxes. We will also discuss Medicaid and what you need to know now to prepare for Long-Term Care costs. In addition, you will learn what to do next when a loved one dies.

Learn About Your Instructors

Estate Planning Instructors

Josh Strittmatter, CFP®, CRC®, REALTOR®

Business Owner, Personal Wealth Manager, and Investment Specialist
Read More About Josh

Kelly Buchfink, CFP®

Personal Wealth Manager and Operations Executive
Read More About Kelly

three Locations to Choose From

Taught at a Respected College Near You

For your convenience, our courses are featured at several local area colleges and campuses in the DFW area. Check the colleges below to see what’s offered near you.

University of Texas at Arlington Campus

University of Texas at Arlington

Located in the heart of the DFW metroplex off I-30 and Cooper, UTA Continuing Education offers courses to help you prepare for your next career move, to grow personally or professionally, or to simply transform your future.

Tarleton State University Fort Worth Campus

Tarleton State Fort Worth Campus

Southwest of Fort Worth just off Chisolm Trail Parkway, Tarleton State University’s Fort Worth Campus provides flexible and cost-effective learning for those who wish to develop personal and professional potential.

Tarrant County College South Campus

Tarrant County College South Campus

 Located directly south of downtown Fort Worth off I-20, Tarrant County College South Campus offers a wide range of courses that provide personal enrichment, lifelong learning, and basic skills for local residents.

Is This Class for You?

This course has valuable information for everyone. We will discuss the many ways to plan your estate as well as teach you strategies you can use to protect your assets. You will learn how to choose between a will or a trust, how your estate will be taxed, and how to protect your assets from creditors and the government. Most importantly, this course provides you with the tools you will need to make key decisions around planning your estate.

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What Our Students Say

Student Testimonials

"I thought I was ready for retirement before taking this course, but now I am confident I am ready. The course instructor was very knowledgeable and was able to answer all of my questions. I highly recommend this class for anyone wanting to retire with confidence!"
Tim Butterfield, AledoCourse: Getting Ready for Retirement™
"After my husband passed, I felt confused and overwhelmed with what to do for my children and grandchildren to make sure that I wasn't a burden on them. This course helped me decide on the right estate planning tools so that at the time of my death, my family would be taken care of. I can't stress enough how important this course is. My only regret is not taking it sooner!"
Debbie Kurz, Flower MoundCourse: Wills, Trusts & Estate Planning™
"When my husband and I took this course, he was one year away from retirement. Everything we learned in the course we were able to apply immediately and made his retirement that much better. Some of our friends and family have taken this course as well, and have found it to be invaluable."
Kerry Batterman, Grand PrairieCourse: Getting Ready for Retirement™
"My wife and I attended this course at the local college to make sure our wills were in order. We gained so much more than expected from this class! The instructors made the topic of estate planning relatable and understandable. We left the course feeling empowered and armed with the knowledge we needed to plan our estate with confidence."
Lew Flowers, BurlesonCourse: Wills, Trusts, & Estate Planning™

We Will Help You Every Step Of The Way

This course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

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Request the official Wills, Trusts, & Estate Planning™ Course Catalog to get all the class details for this semester.

Get Your Copy

Financial education is our passion. At Strittmatter Financial Education, we offer classes through local universities and colleges from Retirement Planning, Estate Planning, Social Security Optimization, and more. Choose a topic below to get started today.

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