4. November 2013 10:45
Estate planning and investing are an essential part to any financial plan. Learn key concepts and strategies to make the most of your future through two courses, Individual Investors in Exchange Traded Funds (ETFs) and Guide to Long-Term Care Basics being offered at Moraine Park Technical College’s West Bend Campus on Wednesday, Nov. 20, and Thursday, Nov. 21.
Individual Investors in Exchange Traded Funds (ETFs) held on Wednesday, Nov. 20, from 6-8:25 p.m. will educate participants on index funds that investors can buy or sell as a single security. Instructor Nathan Derks will discuss ETFs options and walk participants through whether adding ETFs to their portfolio is a good option.
If one spouse enters a nursing home, this is a compelling legal reason for updating your estate plan with elder and estate planning counsel and it is critically important in order to preserve assets for children. Guide to Long-Term Care planning held on Thursday, Nov. 21, from 6-7:55 p.m. will discuss current Medical Assistance (Title XIX) rules, exempt assets, income versus available assets, community spouse asset share rules, divestment rules and Wisconsin's Lien Recovery rules.
To register for either class, call 1-800-472-4554. Please use course number CRN 20541 for Individual Investors in ETFs, $24.20 (62+ $19.15), and CRN 20442 for Long-Term Care Planning, $14.10 (62+ $11.58). Registration deadline for both courses is Nov. 13.
For more information about Moraine Park, visit morainepark.edu.