05 Dec Financial Goals & Estate Planning Financial Goals & Estate Planning Tuesday, December 5, 2017 (9:00 AM to 11:00 AM) 0.00 CE Hours Orlando Regional Realtor Association, Orlando, Florida ORRA Member Pricing: $10 Details You're Registered! DescriptionLocationInstructorsCancellation Policy Financial Goals and Estate Planning ORRA Member Pricing: $10 Instructor: Matt Buckland Stocks: The Nuts and Bolts (50 Minutes + Q&A) As you consider your long term financial goals, how do stocks measure up? This seminar shares basic information to help evaluate how stocks may fit into an overall strategy. We'll discuss and review common versus preferred stock, dividends, investment strategy and different ways to own stock. Preparing your Estate Plan (50 Minutes + Q&A) Do you know where your assets will go when you die? If not, this seminar will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney will be present at this event. CANCELLATION/NO-SHOWS Cancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org. Orlando Regional Realtor Association - Conference Center Orlando Regional Realtor Association (Conference Center)1330 Lee RoadOrlando, FL 32810 Map & Directions Matt Buckland Matt Buckland began his Edward Jones career in 2007 as a financial advisor in Orlando. He became a limited partner with Edward Jones in 2015. Matt is originally from Valdosta GA. He earned a bachelor's degree in Communication from Berry College in Rome, GA. In addition, He received two masters degrees, one in Consoling and the other in Divinity for Reformed Theological Seminary in Orlando, FL. He want so provide the answers to your questions so you can make informed , financially sound decisions. CANCELLATION/NO-SHOWSCancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org.