Understanding and Organizing Your Vital Documents
Join us Monday October 12, 2020, at 11:30 am. ET for a Zoom webinar with Jerry Snyder, CFP, to talk about Understanding and Organizing Your Vital Documents.
This program will help you understand and organize your important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written. A Power Point presentation and handouts will be provided.
Jerry Snyder graduated from Ohio University with a B.S. degree in
communications and a Minor in Business Administration. He later earned his MBA
with emphasis in personal finance from Xavier University. Over the course of
his career, Jerry has attained his Certified Financial Planning (CFP®)
credentials and maintains active membership in the Financial Planning
Jerry is a member of the Ohio State University Presidents Club. His civic activities include being a past trustee of the North-West Civic Association, Kiwanis and Big Brother/Big Sister and a trustee on the Upper Arlington Commission on Aging.
Jerry is the founder of Retirement Strategies, Ltd. and secretary of COPEC.
Please check back soon!
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