December 14, 2024 In-Person Chapter Meeting & Webinar

Estate Planning Essentials

• For our chapter meeting, we will meet in the fellowship hall on the ground floor of Fairmont United Methodist Church near NC State. For parking and building entry instructions, see location details below.
• Starting in January 2025, our attendance fee will be $10.
• Get-togethers/GIG will meet on Thursday, Dec. 19 at the Southeast Regional Library in Garner (see Chapter Information/SIGs for dinner and meeting details).
• Lunch with speaker at Cape Fear Seafood Company (Village District)

Presentation Summary:

We will discuss the following topics:

• Last will and testament
• Probate
• Beneficiary designations outside of a will or trust
• Living trust
• Trusteed IRA
• Corporate trustee
• Planning for incapacity
• Mistakes to avoid
• Scenarios/Examples

Meeting Details:

Date: Saturday, December 14th, 2024

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. Parking is available on the west side of the church (accessible only from Clark Ave.) and across the street, north east of the church. Please follow signs to enter the building. The north entrance on Clark Ave. requires going down 18 stairs. The southeast entrance on Horne St. only requires going down 3 stairs.

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

• the AAII Protocol for In-Person Meetings

If you feel sick, please join us virtually.

About Our Speakers

Florence Smith bio: Florence Smith a dedicated CFP professional and experienced financial advisor at Raymond James, cultivates enduring relationships with diverse clients, including high-net-worth individuals, small businesses, retirees, and intergenerational families, with a special focus on empowering women from all walks of life. Committed to your financial growth and security, Florence leverages the expertise of Raymond James, an independent financial service firm, to provide tailored investment and financial planning strategies. By forging meaningful connections, she gains a profound understanding of your unique needs, life objectives, and concerns, leading to personalized financial and investment plans. Offering a comprehensive approach encompassing wealth, retirement, insurance, tax, estate, and college planning, Florence’s ultimate goal is to ensure your confidence in your financial future. Through annual plan updates and ongoing support, she aims to fortify your sense of security and readiness for whatever lies ahead. As a CERTIFIED FINANCIAL PLANNER™ professional, Florence follows a fiduciary standard, putting her clients’ interest first at all times. She holds MBA degrees from Université Jean Moulin (Lyon III) in her native France and from Portland State University in Oregon. She is a Series 66 and Series 7 Licensing Financial Advisor and has an NC Insurance License in Health, Life, Medicare, and long-term care.

Colin Austin bio: After graduating from Duke University School of Law in 1992, Colin spent the first part of his legal career working with government agencies and nonprofit organizations to increase financial security for people in need. Today, Colin’s private practice continues in that tradition to protect family resources and to create a legacy of opportunity for the future. Colin is an active volunteer with the Orange County Department on Aging and is the former Chair of the Elder and Special Needs Law Division of the North Carolina Bar Association.