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CLL of Fort Walton Beach - Course Catalog & Registration



Finance

Navigating Equity & Fixed Income Markets in Today's Inflationary Environment

$20

with Matt Ritter

Calendar Jan 17, 2024 at 1 pm, runs for 8 weeks

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.

Guide to Estate Planning for FL Residents

$20

with J. Mark Fisher

Calendar Jan 18, 2024 at 10:15 am, runs for 8 weeks

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.





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