Retirement University
Estate Planning in Your Retirement
Looking to reach your retirement goals while building a solid estate plan?
You're in the right place.
The Retirement Solution does not provide legal or tax advice.
Please consult your legal and tax professionals.
Course Curriculum
Have a solid retirement plan so you can:
Understand your monthly income, as well as how much you could expect to leave to your heirs
Start giving to charities and those you love now - and enjoy seeing the impact your gifts can make
Establish clear directions for your loved ones so they are prepared to carry out your wishes
In this course, you will learn:
What an estate plan accomplishes, why it is an important part of your retirement plan, and who needs to be part of your estate planning team
The essential documents you may need to clearly communicate your wishes regarding health and finances
How inheriting retirement accounts, establishing a tax strategy, and considering QCDs can impact you and your beneficiaries
The Retirement Solution does not provide legal or tax advice.
Please consult your legal and tax professionals.
Meet your Instructor, Shane Perry!
Shane received a Bachelor of Science in Financial Planning and Advising from Purdue University in 2003. Throughout the past 20 years, Shane has honed his skills in finance, investment mathematics, accounting, estate planning, statistics, and tax law. He has cultivated a deep understanding and passion for planning, taxation, and wealth management.
Shane loves helping clients transition seamlessly into their retirement, and he enjoys crafting solid financial plans to help his clients thrive. In addition to working with individuals, Shane is also driven to share his knowledge with the community at large, making him a wonderful instructor for "Estate Planning in Your Retirement!"
Why Shane Loves What He Does
You don't have to tackle retirement planning alone
Let's work together to help you learn about estate planning now. Then you can get back to doing what you love in retirement.
We are a fiduciary. Your best interests come first in everything we do.
We have a team of licensed financial planners who are ready to assist you in planning for your retirement holistically.
We are not CPAs or attorneys. However, we can just refer you to a network of people we trust if you need it.
Learn more about TRS!
Investment advisory services and insurance services are provided through The Retirement Solution LLC, a Registered Investment Advisor.
The general views outlined in this material are those of The Retirement Solution LLC and should not be construed as individualized or personalized investment advice. This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial planner prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Any economic and/or performance information cited is historical and not indicative of future results. There is no guarantee that the strategies discussed will be successful. Risk accounts are not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency and not a bank deposit.
The Retirement Solution LLC is an investment advisor registered or exempt from registration in each state The Retirement Solution LLC maintains client relationships.
The Retirement Solution LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.