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
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.