Location: 455 County Center – Room 101, Redwood
City, CA 94063
Participants will gain a better understanding of the estate
planning process. They will learn about an easy three-step
process to set up an estate plan. In addition, this course will
help simplify the terminology used by the financial planning and
Course materials and instructions will be emailed to all
registered members 1-2 days before the date of the class.
- Discuss important reasons for estate planning
- Determine ways property can be transferred upon death
- Recognize important features of wills
- Identify methods that avoid probate
- Discuss the various ways assets can be titled
Keith Dorney, CFP® has been an instructor with Financial
Knowledge since the year 2000. Conducting personal finance
seminars is a natural extension of his previous career helping
NFL players with financial planning. His years of experience and
engaging smile make his classes truly enjoyable.
How to Register:
Register on LMS via OKTA. This class can count toward your
annual 20-hour training target!
Court, Mosquito District & Library Employees:
Register on LMS here. If you do not have access or
experience any issues, email email@example.com with the
name and date of the class that you would like to attend.