S24-14 How to Simplify Your Finances For You and Your  Heirs

S24-14 How to Simplify Your Finances For You and Your Heirs

Class | This course is completed

Woodbridge Library, Meeting Room 10 Newton Road Woodbridge, CT 06525 United States

Community Room

4/23/2024 (one day)

10:00 AM-12:30 PM on Tue

$10.00

Learn how to simplify your financial life -- by reducing accounts and related documents and eliminating paper clutter.  Review how accounts are titled and the pro's and con's, identifying what documents you need for estate planning and probate.


Steve had his first very successful career working in various financial roles at GE Capital for 25 years ultimately becoming an Executive Finance Manager.  After leaving his career at GE in 2005, he started a second career as a Personal Financial Advisor at Opus Advice First, a private wealth advisory practice of Ameriprise Financial in Oxford, Ct.  He worked there for 10 years during which time he became a Certified Financial Planner.  He then fully retired in 2015 to devote more time to giving back to the community.  He is still a Certified Financial Planner and periodically gives educational seminars at various community senior centers.  Although retired, Steve also volunteers as the District Coordinator for upper Fairfield County for the AARP Tax-Aide Program providing free income tax assistance to Seniors across 10 towns.  Steve is a graduate of Northeastern University with a degree in Finance.