Timothy Sumer

Do you feel like you are sitting in a bowl of financial alphabet soup when you look at your statements? If you are starting to handle the financial affairs of someone else's assets acting as a POA, this session is a must for you Do get overwhelmed or confused when you see or don't see these types of terms on statements and legal documents: JTWROS, TOD, POD, Joint, User, Beneficiary of, individual, tenants in common, Joint, Et al, IRA, Roth IRA, UGMA, UTMA, Custodian, Trustee, POA, MPAO and so many more confusing terms? This session takes the mystery out of your future titling opportunities, will help you identify current titling mistakes and give you knowledge of the various titling options you could be using to your advantage. I will teach you how to design your account titling to do exactly what you intended it to do with no unwanted surprises. This information applies if you are single, married, divorced, an employee, self-employed or an adult of any sex o...