Special Topics

Can’t find a topic in any of the other categories, it’s probably a “special topic”. Planning for college? Looking for a class with a wide range of topics? Interested in starting your own business? Want to learn about the bankruptcy process? These topics and much more are listed below.

Upcoming events

    • 26 Sep 2017
    • 7:00 PM - 9:00 PM
    • Oakland Manor at Columbia Town Center, 5430 Vantage Point Road Columbia, MD 21044

    Will your estate transfer quickly and issue-free to your heirs with the maximum amount possible? Here you will learn:

    • How to optimize your estate plan to reduce or eliminate Federal and State death taxes
    • Why it might be beneficial to avoid the time, expense, and hassle of Probate, and how to do so properly
    • The pros and cons of Wills vs. Trusts, and which one might be best for you
    • How Estate Planning has changed in a new environment of rising estate tax exemptions and exemption portability.
    • How to plan for incapacity and avoid guardianship situations.
    • Why conflicts arise upon death and how proper estate planning can help preserve family harmony
    • How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit
    Registration Required

    Click to Register Online

    Your presenter will be Mark Timmick, a local Retirement & Estate Planning Specialist. Mr. Timmick is an experienced retirement planning professional and Investment Advisor Representative. He is also a published author and frequent public speaker, he has written for local newspapers, he is an active member of the Financial Planning Association, and he is the current President of the Howard County chapter of The Society for Financial Awareness. 

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