Course Description: Is your Portfolio Ready for What's Next? We will discuss various asset classes, asset allocation and how to position your portfolio

Class Leader Bio(s): Matt Ritter holds Series 7, 63 and 66 licenses. As well as an Accredited Asset Management Specialist designation with 22 years in the Securities Industry.

Course Description: This course provides an overview of estate planning, probate issues, estate taxes, Medicaid planning, asset protection, and guardianship.

Notes: There is a non-refundable $15 materials fee.

Class Leader Bio(s): J. Mark Fisher received his Juris Doctorate from Mississippi College School of Law in 1984. He has limited his practice to the field of Estate Planning, Probate, Wills and Trusts, and Nursing Home Medicaid Planning for over 30 years and has been teaching classes at UWF for 27 years. J. Mark Fisher has offices in FWB, Pensacola, and Panama City.