The Actuarial Foundation

Home > Programs > Consumer Financial Education

 

Programs

 

Financial Smarts Newsletter


Financial Smarts spotlights important consumer topics such as insurance, retirement planning, saving, investing and other financial considerations people will face in their lifetimes.

Fall 2015

"Estate Planning"

In short, estate planning is the process of thinking about your goals and objectives as they relate to your assets, your health care, your children and your family. An estate plan is completed with the signing of a series of documents which ensure that your wishes are carried out.

                                                                     

Read the Fall 2015 Financial Smarts (PDF) and learn:

                             

  • what an estate plan is and how to determine goals for your estate plan
  • the documents included in an estate plan
  • the different types of advisors who may be able to help you with your estate plan
subscribe to financial smarts!

Receive the latest issues of Financial Smarts at no cost or obligation.

Subscribe today!

Past Issues of Financial Smarts (PDF)

These materials are intended to provide general information and should not be used as a substitute for legal or other professional advice. Every effort has been made to ensure that the information contained in these materials were true and accurate at the time of publication. Some information may have changed since publication.






subscribe to financial smarts!

Receive the latest issues of Financial Smarts at no cost or obligation.
Subscribe today!



Actuaries!

Volunteer to bring Financial Smarts to your local library.
Volunteer today!