Financial and Legal Strategies for Later Years

Course Instructors:  John Del Vecchio, Thomas Dzik & Paul Archambeau

Course Information:  Mondays, October 20-November 3, 2014, 7:00-8:30 p.m., O'Shaughnessy Educational Center Auditorium, UST St. Paul Campus

Course Description:  Helpful information, clearly explained, about important legal and financial matters will be presented, with time for questions and answers.  This will include information on wills, health care directives, protecting your estate from creditors, trusts, the Probate process, Powers of Attorney, guardianship and conservatorship, and financial items a person should consider during pre- and post-retirement

Registration Fee for the Series:  $40.00 (3 weeks)

To register on-line with a credit card, click on this linkhttps://webapp.stthomas.edu/eventregistration/UST/register.jsp?eventcrn=A9750

To complete the registration form on-line and then mail in a check payment, click on this linkhttps://webapp.stthomas.edu/eventregistration/UST/register.jsp?eventcrn=A9750

To register by check or cash through the mail or in-person, click on this link for the printable registration formFall 2014 Printable Registration Form

Link to campus mapSt. Paul Campus Map

About the instructors:

John Del Vecchio, J.D., is adjunct professor in the Ethics and Business Law Department of Opus College of Business at the University of St. Thomas.  He's also taught a Music Business Careers course in the UST College of Arts and Sciences.  He's operated a general practice law firm for people with varied backgrounds, incomes and ages since 1988.

Thomas Dzik, Chartered Life Underwriter (CLU), The American College & Chartered Financial Consultant (CFC), The American College; in practice since 1970, FINRA licensed, University of St. Thomas

Paul Archambeau, Financial Advisor & Investment Advisor Representative; in practice since 1999, extensive work with pre- and retired clients; Five Star Wealth Manager, featured in Minneapolis-St. Paul Magazine and Twin Cities Business Magazine.

Detailed Course Syllabus (subject to change):

October 20

Wills, Powers of Attorney and the Probate Process

Asset Accumulation

  • Market Outlook
  • Diversification
  • Managing Risk    
October 27

Protecting Your Estate from Creditors

Asset Protection

  • Long Term Care
  • Life Insurance
  • Disability Insurance
November 3

Guardianship and Conservatorship, Health Care Directives

Asset Distribution

  • Investment Stacking
  • Annuities
  • Gifting