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R205 Winter 2020 Money Talk Basics: How to Get Your Financial Records & Estate Planning Documents in Order

Course number : R205 Winter 2020   
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R205 Winter 2020 Money Talk Basics: How to Get Your Financial Records and Estate Planning Documents in Order
Mondays, 9:40–11:05, Jan. 27–Feb. 3
Two sessions
Instructors: Linda Black, James Magner

Becoming financially confident begins with knowing what you have and where it is. This course will focus on what documents you need to have, how to organize your files for easy accessibility, and how to build a legacy box with all of your records in one place.
Linda Black, a chartered financial consultant (ChFC) and retirement income chartered professional (RICP), has extensive experience counseling clients on portfolio construction, retirement issues, estate planning, and asset protection. She has been an investment advisor for more than 20 years.
Jim Magner is the principal and founding member of the law firm Magner Law, based in Leesburg, Virginia. Magner Law specializes in estate planning, family law, and small business law. Additionally, he is a registered guardian ad litem and serves as a special justice for Loudoun County.
 

Class Details

2 Sessions
Weekly - Mon

Location
United Christian Parish

Instructor
MultipleInstructor :
1.James Magner2.Linda Black 

Class Fee: 

$0.00


Schedule Information

Date(s) Class Days Times Location Instructor(s)
1/27/2020 - 2/3/2020 Weekly - Mon 9:40 AM - 11:05 AM Reston, United Christian Parish  Map, Room: Room 113-115 Linda Black  ; James Magner 

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