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Free financial seminars offer expert advice
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National
statistics show that about 70 percent of Americans have no will.
Of those who do have a will, about 70 percent are outdated wills.
MUSC’s Office of Planned Giving hopes to change some of those numbers
with a series of noon lectures on a variety of topics from finances to
wills.
Toni Jernigan, director of planned giving, said that without a will,
the state will “make” one for someone who has died. “Now may be a great
time to sign a new or updated will. The MUSC Office of Planned Giving
is here to help. Most people don’t realize that if you die without a
Living Will and Testament, the State will determine what your wishes
are at the expense of your loved ones. We want to encourage people to
take a moment to consider their legacies.”
Jernigan said there are many reasons people may not have a will.
“What is it about the preparation of one’s personal wishes—the purpose
of the Last Will and Testament— that Americans avoid in such resounding
numbers? Some may think it is too costly or they have distaste for
legal documents. Others may think they have too little property to
merit a will or sometimes life just gets in the way.”
The seminars, which run from May 24 through June 4, will answer
questions about wills, finances and other estate planning issues.
Jernigan said some of the seminars will focus on how to set up trusts.
“Giving time, talent and treasures to help others is a long held
tradition for MUSC faculty and staff. With careful financial
planning, you can achieve your retirement goals and make charitable
contributions to organizations of your choosing. Whether for global
disasters, national causes or needs right here at MUSC, the planned
giving office is a resource for you.”
The seminars will be presented by local attorneys and financial
planners who are extremely knowledgeable, said Jernigan. All seminars,
which are open to the public, are a brown bag event. Each one will
begin just after noon and end by 12:50 p.m. Every presenter will offer
a discounted service for those who attend the seminars.
For information, e-mail jernigat@musc.edu or call 792-2236. For the
full schedule of seminar dates and times visit http://www.muscgiving.org.
Monday, May 24
Wills—Can I handwrite my will or order a form?
Clay Grayson, Hainesworth, Sinkler, Boyd, PA
Location: Room 402, Basic Science Building
Finance—Long Term Care—What’s the cost?
Gill Johnson, SunTrust Investments Services Inc.
Location: Room 502, Basic Science Building
Tuesday, May 25
Wills—When do you need that first will and why
Ray Burroughs, Young, Clement and Rivers, LLP
Location: Room 402 Basic Science Building
Finance—Roadmap for Retirement
Melody Bundschuh, Waterstone Financial Services
Location: Room 502, Basic Science Building
Wednesday, May 26
Wills—I already have one. Does it still fit?
Tripp Wiles,Wiles Law Firm, LLC
Location: Room 402, Basic Science Building
Finance—Investing basics: stocks, bonds, mutual funds, money market,
IRA’s explained
Drew Heinold, Edward Jones
Location: Room 502, Basic Science Building
Thursday, May 27
Wills—Do I need a trust too? If so, what type?
Peter Curcio, Esq., First Federal
Location: Room 402 Basic Science Building
Finance—Understanding your life insurance options—selecting the right
policy for your family
Larry Weatherford, Weatherford Financial Group
Location: Room 502, Basic Science Building
Friday, May 28
Wills—Probate, intestate, power of attorney… What do all these terms
mean?
Melvin Williamson, Esq., Williamson Law Office
Location: Room 402, Basic Science Building
Finance—Elder Care- Mom? Dad? We need to talk.
Debra Nelson, Better Financial
Planning
Location: Room 502, Basic Science Building
Tuesday, June 1
Wills—Dying without a will—so what’s the big deal?
Cynthia O’Dell, Esq., Law Firm of Cynthia Ann O’Dell P.C.
Location: Room 302, Basic Science Building
Finance —Strategies to recover from the down economy
Lon Burris, Wells Fargo Advisors
Location: Room 502, Basic Science Building
Wednesday, June 2
Wills—Vital documents every will should include
Crystal Lowery, Esq., Law Office of Crystal GH Lowrey, LLC
Location: Room 302, Basic Science Building
Finance—Asset Allocation in the New Economy- Is my portfolio truly
diversified?
William Parker, New York Life
Location: Room 502 Basic Science Building
Thursday, June 3
Wills – Settling my parent’s estate: Serving as personal representative
Ray Burroughs - Young Clement Rivers, LLP
Location: Room 402, Basic Science Building
Finance—15 Financial Myths Demystified
Kevin Hedges, Hedges Wealth Management, LLC
Location: Room 502, Basic Science Building
Friday, June 4
Smart Charitable Giving—Tax wise giving, gifts that pay back an income,
what to give and what to keep for inheritance and retirement
Toni Jernigan, MUSC Planned Giving Director
Location: Room 502, Basic Science Building
For a description of events, visit
http://tinyurl.com/2wtz9ac.
Friday, May 14, 2010
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