Financial health topics from ASURA seminars

ASURA's seminars provide a wealth of information to members. In many cases the information is summarized and shared by the organizer. This page lists seminars that have useful reports related to financial and estate planning.

Title Start of report
Jerry Watterworth - Community Educator from AARP March 2016 - Scamming Schemes Seminar

The “Scamming Schemes” Seminar, the final seminar in AY 2015-2016, was successfully held in mid-March. Jerry Watterworth, a volunteer Community Educator from AARP, spoke…

T. Troy McNemar February 2016 - Write a Will Workshop

Forty-eight members and guests attended the Wills, Trusts, and Probate seminar held on February 18, 2016.

The two speakers were:

  • Nancy M. Gerald, Sr.…
Attendees March 2015 - Taxing Matters: Strategies for Effective Estate Tax Planning Seminar

The final seminar for the year was held on March 19th. The seminar, Taxing Matters – strategies for effective estate and tax planning, was…